Position in SR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$381,703
-$60,856 QoQ
Shares Held
4,888
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#230
of 393 holders
Holding Since
Dec 2021
19 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, 2026BFSG, LLC holds $12,186,500 across 5 Utilities - Regulated Gas names. SR ranks #3 (3.1% of the industry book) .
All Filings in SR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,703 | 4,888 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $442,559 | 4,888 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $404,237 | 4,888 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $398,469 | 4,888 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $373,197 | 5,113 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $400,640 | 5,120 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $352,512 | 5,197 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $352,599 | 5,240 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $318,225 | 5,240 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $323,297 | 5,268 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $328,407 | 5,268 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $298,063 | 5,268 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $362,623 | 5,716 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $401,832 | 5,729 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $394,980 | 5,736 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $357,524 | 5,736 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $426,586 | 5,736 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $417,356 | 5,816 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $353,492 | 5,420 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||