Position in SR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$117,291
+$2,849 QoQ
Shares Held
1,502
+18.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 393 holders
Holding Since
Mar 2020
26 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, 2026SIGNATUREFD, LLC holds $2,300,145 across 14 Utilities - Regulated Gas names. SR ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,439 | $592,436 | |
| 2 | NI |
Nisource Inc.
|
8,080 | $384,204 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
4,223 | $314,191 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,294 | $251,934 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
1,565 | $138,784 | |
| 6 | NJR |
New Jersey Resources Corp
|
2,420 | $135,616 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
3,206 | $123,431 | |
| 8 | SR |
Spire Inc
This page
|
1,502 | $117,291 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,291 | 1,502 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $114,442 | 1,264 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $95,270 | 1,152 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $78,992 | 969 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $66,639 | 913 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $71,520 | 914 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $50,940 | 751 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $48,919 | 727 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $45,183 | 744 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $53,821 | 877 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $55,295 | 887 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $37,342 | 660 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $51,386 | 810 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $59,759 | 852 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $56,671 | 823 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $51,733 | 830 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $64,925 | 873 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $56,331 | 785 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $51,849 | 795 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $54,266 | 887 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $63,669 | 881 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $64,284 | 870 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $66,217 | 1,034 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $33,569 | 631 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $24,049 | 366 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $16,013 | 215 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||