Position in SR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$265,818
-$453,341 QoQ
Shares Held
3,404
-57.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 393 holders
Holding Since
Mar 2026
2 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, 2026Beacon Pointe Advisors, LLC holds $1,704,560 across 5 Utilities - Regulated Gas names. SR ranks #2 (15.6% of the industry book) .
All Filings in SR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,818 | 3,404 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $719,159 | 7,943 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||