Position in SR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$109,326
+$12,087 QoQ
Shares Held
1,400
+30.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#293
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, 2026Parallel Advisors, LLC holds $2,226,359 across 14 Utilities - Regulated Gas names. SR ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
6,329 | $1,090,296 | |
| 2 | NI |
Nisource Inc.
|
5,825 | $276,978 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
2,764 | $205,641 | |
| 4 | UGI |
Ugi Corp /Pa/
|
4,948 | $170,903 | |
| 5 | SR |
Spire Inc
This page
|
1,400 | $109,326 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,216 | $93,717 | |
| 7 | MDU |
Mdu Resources Group Inc
|
3,909 | $82,909 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
921 | $81,674 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,326 | 1,400 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $97,239 | 1,074 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $93,947 | 1,136 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $79,482 | 975 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $57,297 | 785 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $35,056 | 448 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $29,438 | 434 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,744 | 338 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,372 | 319 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $23,934 | 390 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $30,047 | 482 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $25,404 | 449 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $29,372 | 463 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $31,212 | 445 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $30,987 | 450 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $25,617 | 411 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $32,648 | 439 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $29,708 | 414 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $28,827 | 442 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $32,364 | 529 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $44,951 | 622 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $33,398 | 452 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $28,946 | 452 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $33,835 | 636 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $38,374 | 584 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $37,463 | 503 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||