Position in SR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$249,185
-$99,937 QoQ
Shares Held
3,191
-17.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#263
of 393 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Ballentine Partners, LLC holds $2,440,239 across 6 Utilities - Regulated Gas names. SR ranks #6 (10.2% of the industry book) .
All Filings in SR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,185 | 3,191 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $349,122 | 3,856 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $282,916 | 3,421 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $208,120 | 2,553 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||