Position in SR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$31,548
-$5,301 QoQ
Shares Held
404
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 393 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $380,526 across 11 Utilities - Regulated Gas names. SR ranks #7 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
1,118 | $62,652 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
483 | $59,157 | |
| 3 | MDU |
Mdu Resources Group Inc
|
2,186 | $46,365 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
1,035 | $39,847 | |
| 5 | NWN |
Northwest Natural Holding Co
|
737 | $36,157 | |
| 6 | UGI |
Ugi Corp /Pa/
|
1,003 | $34,643 | |
| 7 | SR |
Spire Inc
This page
|
404 | $31,548 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
371 | $27,602 |
All Filings in SR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,548 | 404 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $36,849 | 407 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $33,410 | 404 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $61,222 | 956 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||