J.W. COLE ADVISORS, INC.

Position in SR — Spire Inc

CIK 1404763 TAMPA, FL

Position in SR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$242,781

-$65,869 QoQ

Shares Held

3,109

-8.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#267

of 393 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $1,658,228 across 5 Utilities - Regulated Gas names. SR ranks #5 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	8,647	$411,164
2	ATO	Atmos Energy Corp	2,197	$378,477
3	UGI	Ugi Corp /Pa/	10,702	$369,647
4	BKH	Black Hills Corp /Sd/	3,443	$256,159
5	SR	Spire Inc This page	3,109	$242,781

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,781	3,109	-8.8%	Shares	Sole	2026-07-21
2026-03-31	$308,650	3,409	0.0%	Shares	Sole	2026-04-23
2025-12-31	$281,924	3,409	-36.5%	Shares	Sole	2026-02-11
2025-09-30	$437,680	5,369	0.0%	Shares	Sole	2025-11-05
2025-06-30	$391,883	5,369	+48.8%	Shares	Sole	2025-08-12
2025-03-31	$282,404	3,609	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.