Position in SR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,037,150
+$176,400 QoQ
Shares Held
22,500
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026TD Asset Management Inc holds $140,001,661 across 6 Utilities - Regulated Gas names. SR ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,455,898 | $67,932,199 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
1,264,389 | $49,968,652 | |
| 3 | ATO |
Atmos Energy Corp
|
69,408 | $12,821,045 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
43,058 | $5,441,239 | |
| 5 | SR |
Spire Inc
This page
|
22,500 | $2,037,150 | |
| 6 | NJR |
New Jersey Resources Corp
|
32,800 | $1,801,376 |
All Filings in SR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,037,150 | 22,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,860,750 | 22,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,184,736 | 26,800 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,569,248 | 35,200 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,568,200 | 45,600 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,249,057 | 47,900 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,902,820 | 58,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,935,304 | 64,800 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,136,338 | 67,400 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,463,544 | 71,600 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,073,760 | 72,000 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,574,024 | 72,100 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,435,850 | 77,500 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,405,510 | 78,500 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,612,420 | 74,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,071,481 | 41,300 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,455,627 | 34,220 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,690,502 | 25,920 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,585,785 | 25,920 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,873,238 | 25,920 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,907,839 | 25,820 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,947,120 | 46,020 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,889,824 | 54,320 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,063,400 | 46,620 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,198,649 | 29,520 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||