Position in SR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$641,353
-$101,527 QoQ
Shares Held
8,213
+0.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#199
of 393 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $2,683,920 across 3 Utilities - Regulated Gas names. SR ranks #3 (23.9% of the industry book) .
All Filings in SR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,353 | 8,213 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $742,880 | 8,205 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $658,622 | 7,964 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $649,143 | 7,963 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $583,044 | 7,988 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $615,827 | 7,870 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $524,800 | 7,737 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $463,426 | 6,887 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $423,470 | 6,973 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $411,485 | 6,705 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $420,483 | 6,745 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $381,745 | 6,747 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $398,720 | 6,285 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $448,124 | 6,389 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $314,267 | 5,042 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $360,694 | 4,850 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $348,179 | 4,852 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $396,863 | 6,085 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $345,789 | 5,652 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $422,924 | 5,852 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $427,675 | 5,788 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $384,624 | 6,006 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $286,801 | 5,391 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $406,810 | 6,191 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $532,904 | 7,155 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||