Position in SR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,572,752
-$439,151 QoQ
Shares Held
32,946
-1.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#109
of 393 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 96%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $59,291,215 across 14 Utilities - Regulated Gas names. SR ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
165,659 | $12,767,338 | |
| 2 | ATO |
Atmos Energy Corp
|
70,295 | $12,109,718 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
112,794 | $8,391,873 | |
| 4 | UGI |
Ugi Corp /Pa/
|
227,725 | $7,865,619 | |
| 5 | NJR |
New Jersey Resources Corp
|
92,558 | $5,186,949 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
35,334 | $3,133,418 | |
| 7 | NI |
Nisource Inc.
|
62,180 | $2,956,657 | |
| 8 | SR |
Spire Inc
This page
|
32,946 | $2,572,752 |
All Filings in SR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,572,752 | 32,946 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,011,903 | 33,266 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,792,364 | 33,765 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,613,694 | 32,062 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $2,119,775 | 29,042 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,194,912 | 28,050 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,785,556 | 26,324 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,771,880 | 26,332 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,639,284 | 26,993 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,688,902 | 27,520 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||