Position in SR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$31,236
-$4,980 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 393 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026MV CAPITAL MANAGEMENT, INC. holds $69,032 across 7 Utilities - Regulated Gas names. SR ranks #1 (45.2% of the industry book) .
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,236 | 400 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $36,216 | 400 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $33,080 | 400 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $32,608 | 400 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $29,196 | 400 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,300 | 400 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $27,132 | 400 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $26,916 | 400 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $24,292 | 400 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $24,548 | 400 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $24,936 | 400 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $22,632 | 400 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $25,376 | 400 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $28,056 | 400 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $27,544 | 400 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $24,932 | 400 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $29,748 | 400 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $28,704 | 400 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $26,088 | 400 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $24,472 | 400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,908 | 400 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $29,556 | 400 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $25,616 | 400 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $21,280 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $26,284 | 400 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $29,792 | 400 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||