Position in SR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$236,490
+$20,478 QoQ
Shares Held
2,612
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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 Mar 31, 2026Parkside Financial Bank & Trust holds $627,980 across 13 Utilities - Regulated Gas names. SR ranks #1 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SR |
Spire Inc
This page
|
2,612 | $236,490 | |
| 2 | ATO |
Atmos Energy Corp
|
1,107 | $204,484 | |
| 3 | NI |
Nisource Inc.
|
986 | $46,006 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
472 | $41,016 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
600 | $23,712 | |
| 6 | NJR |
New Jersey Resources Corp
|
331 | $18,178 | |
| 7 | MDU |
Mdu Resources Group Inc
|
866 | $17,943 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
124 | $15,669 |
All Filings in SR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,490 | 2,612 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $216,012 | 2,612 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $190,593 | 2,338 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $170,650 | 2,338 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $182,166 | 2,328 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $156,551 | 2,308 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $139,088 | 2,067 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $125,225 | 2,062 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,902 | 31 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,932 | 31 | Shares | Sole | 2024-02-01 | |
| 2023-03-31 | $47,134 | 672 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $46,273 | 672 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,419 | 472 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $35,102 | 472 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $33,870 | 472 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $30,783 | 472 | Shares | Sole | 2022-03-01 | |
| 2021-09-30 | $28,876 | 472 | Shares | Sole | 2021-10-29 | |
| 2021-03-31 | $443,340 | 6,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $12,423 | 194 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $78,204 | 1,470 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $60,716 | 924 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $28,078 | 377 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||