Position in SR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$720,302
+$633,022 QoQ
Shares Held
9,224
+856.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#189
of 393 holders
Holding Since
Jun 2024
8 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, 2026Arax Advisory Partners holds $8,077,355 across 16 Utilities - Regulated Gas names. SR ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
15,304 | $2,636,420 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
13,188 | $981,187 | |
| 3 | NI |
Nisource Inc.
|
15,616 | $742,540 | |
| 4 | SR |
Spire Inc
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|
9,224 | $720,302 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
5,312 | $650,613 | |
| 6 | UGI |
Ugi Corp /Pa/
|
17,795 | $614,639 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,462 | $395,690 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
9,466 | $364,441 |
All Filings in SR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,302 | 9,224 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $87,280 | 964 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $167,467 | 2,025 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $899,002 | 11,028 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,196 | 126 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $35,407 | 522 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $35,125 | 522 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $31,701 | 522 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||