Position in SR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$282,841
-$79,590 QoQ
Shares Held
3,622
-9.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 393 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $1,635,760 across 3 Utilities - Regulated Gas names. SR ranks #2 (17.3% of the industry book) .
All Filings in SR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,841 | 3,622 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $362,431 | 4,003 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $239,416 | 2,895 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $256,217 | 3,143 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $261,304 | 3,580 | Shares | Sole | 2025-08-14 | |
| 2023-06-30 | $251,412 | 3,963 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $288,485 | 4,113 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $263,251 | 3,823 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $375,974 | 6,032 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $385,980 | 5,190 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $378,964 | 5,281 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $376,971 | 5,780 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $321,990 | 5,263 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $305,991 | 4,234 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $282,998 | 3,830 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||