Position in SR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$166,249
-$77,481 QoQ
Shares Held
2,129
-20.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#282
of 390 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,238,303 across 15 Utilities - Regulated Gas names. SR ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,146 | $541,956 | |
| 2 | UGI |
Ugi Corp /Pa/
|
13,615 | $470,257 | |
| 3 | NI |
Nisource Inc.
|
7,332 | $348,631 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
3,962 | $294,769 | |
| 5 | SR |
Spire Inc
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|
2,129 | $166,249 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,739 | $134,019 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
729 | $64,645 | |
| 8 | NJR |
New Jersey Resources Corp
|
946 | $53,011 |
All Filings in SR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,249 | 2,129 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $243,730 | 2,692 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $146,788 | 1,775 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $130,919 | 1,606 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $124,007 | 1,699 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $79,657 | 1,018 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $52,295 | 771 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $51,812 | 770 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $47,366 | 780 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $43,079 | 702 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $51,615 | 828 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $107,387 | 1,898 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $39,268 | 619 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $42,643 | 608 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $39,663 | 576 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $100,039 | 1,605 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $109,025 | 1,466 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $36,095 | 503 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $32,610 | 500 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||