Chicago Partners Investment Group LLC

Position in SR — Spire Inc

CIK 1563525 CHICAGO, IL

Position in SR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$358,198

-$15,279 QoQ

Shares Held

4,587

+11.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#236

of 393 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $5,874,534 across 5 Utilities - Regulated Gas names. SR ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	14,611	$2,517,036
2	BIPC	Brookfield Infrastructure Corp	47,922	$1,844,997
3	NI	Nisource Inc.	15,447	$734,504
4	UGI	Ugi Corp /Pa/	12,154	$419,799
5	SR	Spire Inc This page	4,587	$358,198

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,198	4,587	+11.2%	Shares	Sole	2026-07-30
2026-03-31	$373,477	4,125	+12.0%	Shares	Sole	2026-05-04
2025-12-31	$304,501	3,682	+1.2%	Shares	Sole	2026-01-28
2025-09-30	$296,732	3,640	+6.1%	Shares	Sole	2025-10-30
2025-06-30	$250,428	3,431	-11.3%	Shares	Sole	2025-07-29
2025-03-31	$302,749	3,869	+13.6%	Shares	Sole	2025-05-09
2024-12-31	$231,028	3,406	+8.6%	Shares	Sole	2025-01-24
2024-09-30	$210,954	3,135	+11.7%	Shares	Sole	2024-10-29
2022-12-31	$193,221	2,806	0.0%	Shares	Sole	2023-02-09
2022-06-30	$208,682	2,806	0.0%	Shares	Sole	2022-08-04
2022-03-31	$201,358	2,806	+0.2%	Shares	Sole	2022-05-20
2021-03-31	$206,892	2,800	0.0%	Shares	Sole	2021-04-28
2020-03-31	$208,544	2,800	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.