Position in SR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$298,147
-$1,178 QoQ
Shares Held
3,818
+15.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#244
of 393 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $28,468,856 across 9 Utilities - Regulated Gas names. SR ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
151,342 | $11,663,927 | |
| 2 | UGI |
Ugi Corp /Pa/
|
314,833 | $10,874,331 | |
| 3 | ATO |
Atmos Energy Corp
|
19,258 | $3,317,575 | |
| 4 | NI |
Nisource Inc.
|
18,667 | $887,615 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
5,949 | $527,557 | |
| 6 | NJR |
New Jersey Resources Corp
|
6,340 | $355,293 | |
| 7 | SR |
Spire Inc
This page
|
3,818 | $298,147 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
3,816 | $283,910 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,147 | 3,818 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $299,325 | 3,306 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $277,541 | 3,356 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $264,369 | 3,243 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $262,107 | 3,591 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $276,613 | 3,535 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $241,609 | 3,562 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $240,359 | 3,572 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $206,177 | 3,395 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $231,486 | 3,772 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $222,366 | 3,567 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $224,905 | 3,975 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $258,961 | 4,082 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $289,748 | 4,131 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $293,205 | 4,258 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $264,901 | 4,250 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $324,253 | 4,360 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $337,271 | 4,700 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $314,360 | 4,820 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $216,577 | 3,540 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $258,726 | 3,580 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $271,176 | 3,670 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $216,647 | 3,383 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $208,437 | 3,918 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $289,518 | 4,406 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $340,894 | 4,577 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||