Position in SR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,617
-$7,505 QoQ
Shares Held
661
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
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, 2026Larson Financial Group LLC holds $797,282 across 11 Utilities - Regulated Gas names. SR ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,699 | $292,686 | |
| 2 | NI |
Nisource Inc.
|
2,391 | $113,692 | |
| 3 | UGI |
Ugi Corp /Pa/
|
3,263 | $112,704 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
1,271 | $94,562 | |
| 5 | NWN |
Northwest Natural Holding Co
|
1,282 | $62,894 | |
| 6 | SR |
Spire Inc
This page
|
661 | $51,617 | |
| 7 | MDU |
Mdu Resources Group Inc
|
1,494 | $31,687 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
142 | $17,392 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,617 | 661 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $59,122 | 653 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,003 | 653 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $53,151 | 652 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $47,589 | 652 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $45,619 | 583 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $36,560 | 539 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $36,269 | 539 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,307 | 38 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,902 | 31 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $16,769 | 269 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $22,349 | 395 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $69,276 | 1,092 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $38,927 | 555 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $38,217 | 555 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $34,593 | 555 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $41,275 | 555 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $39,826 | 555 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $36,197 | 555 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $15,845 | 259 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $18,717 | 259 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $19,137 | 259 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $16,586 | 259 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $12,661 | 238 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $15,638 | 238 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $17,726 | 238 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||