Position in SR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,021,110
-$201,196 QoQ
Shares Held
11,278
-23.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 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 Mar 31, 2026Janney Montgomery Scott LLC holds $53,606,783 across 9 Utilities - Regulated Gas names. SR ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
141,530 | $26,143,421 | |
| 2 | NJR |
New Jersey Resources Corp
|
247,803 | $13,609,340 | |
| 3 | NI |
Nisource Inc.
|
161,439 | $7,532,743 | |
| 4 | NWN |
Northwest Natural Holding Co
|
44,189 | $2,351,738 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
10,523 | $1,329,791 | |
| 6 | SPH |
Suburban Propane Partners LP
|
54,149 | $1,066,193 | |
| 7 | SR |
Spire Inc
This page
|
11,278 | $1,021,110 | |
| 8 | MDU |
Mdu Resources Group Inc
|
14,633 | $303,195 |
All Filings in SR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,021,110 | 11,278 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,222,306 | 14,780 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $854,492 | 10,482 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $779,752 | 10,683 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $837,275 | 10,700 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $824,473 | 12,155 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $786,552 | 11,689 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $547,354 | 9,674 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $642,583 | 10,129 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $443,916 | 6,329 | Shares | Sole | 2023-04-28 | |
| 2020-03-31 | $283,992 | 3,813 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||