Position in SR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,358
+$118 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Sunbelt Securities, Inc. holds $434,044 across 10 Utilities - Regulated Gas names. SR ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,924 | $355,401 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
705 | $48,934 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
120 | $15,164 | |
| 4 | SPH |
Suburban Propane Partners LP
|
300 | $5,907 | |
| 5 | OPAL |
OPAL Fuels Inc.
|
1,326 | $3,341 | |
| 6 | NWN |
Northwest Natural Holding Co
|
33 | $1,756 | |
| 7 | SR |
Spire Inc
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|
15 | $1,358 | |
| 8 | OGS |
ONE Gas, Inc.
|
14 | $1,205 |
All Filings in SR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,358 | 15 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,240 | 15 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,222 | 15 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||