Position in SR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$224,118
+$168,004 QoQ
Shares Held
2,870
+210.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 393 holders
Holding Since
Mar 2020
19 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, 2026BENJAMIN EDWARDS INC holds $68,075,172 across 6 Utilities - Regulated Gas names. SR ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
341,125 | $58,765,603 | |
| 2 | NJR |
New Jersey Resources Corp
|
120,576 | $6,757,079 | |
| 3 | OGS |
ONE Gas, Inc.
|
19,956 | $1,538,008 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
11,344 | $436,744 | |
| 5 | UGI |
Ugi Corp /Pa/
|
10,238 | $353,620 | |
| 6 | SR |
Spire Inc
This page
|
2,870 | $224,118 |
All Filings in SR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,118 | 2,870 | Shares | Defined | 2026-07-24 | |
| 2024-06-30 | $56,114 | 924 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $56,705 | 924 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $57,602 | 924 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $52,279 | 924 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $58,618 | 924 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $64,809 | 924 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $63,626 | 924 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $57,592 | 924 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $68,717 | 924 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $66,306 | 924 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $60,263 | 924 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $56,530 | 924 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $66,777 | 924 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $359,844 | 4,870 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $321,993 | 5,028 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $227,855 | 4,283 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $297,732 | 4,531 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $328,680 | 4,413 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||