Position in SR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,400,291
+$486,208 QoQ
Shares Held
15,466
+39.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026Creative Planning holds $60,101,587 across 15 Utilities - Regulated Gas names. SR ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
131,487 | $24,288,278 | |
| 2 | NI |
Nisource Inc.
|
209,105 | $9,756,839 | |
| 3 | MDU |
Mdu Resources Group Inc
|
301,011 | $6,236,947 | |
| 4 | OGS |
ONE Gas, Inc.
|
47,339 | $4,077,308 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
47,064 | $3,266,712 | |
| 6 | UGI |
Ugi Corp /Pa/
|
81,193 | $2,957,049 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
25,389 | $2,206,304 | |
| 8 | SR |
Spire Inc
This page
|
15,466 | $1,400,291 |
All Filings in SR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,400,291 | 15,466 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $914,083 | 11,053 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $906,502 | 11,120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $691,580 | 9,475 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $615,749 | 7,869 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $761,934 | 11,233 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $479,507 | 7,126 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $421,223 | 6,936 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $390,312 | 6,360 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $472,723 | 7,583 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $389,779 | 6,889 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $424,032 | 6,684 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $437,252 | 6,234 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $403,175 | 5,855 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $326,048 | 5,231 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $435,510 | 5,856 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $328,517 | 4,578 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $263,496 | 3,646 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $286,102 | 3,872 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $305,726 | 4,774 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $276,959 | 5,206 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $312,056 | 4,749 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $353,705 | 4,749 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||