ELEVATION POINT WEALTH PARTNERS, LLC

Position in SR — Spire Inc

CIK 1744349 DENVER, CO

Position in SR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$394,510

-$52,214 QoQ

Shares Held

5,052

+2.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#227

of 393 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $2,451,966 across 4 Utilities - Regulated Gas names. SR ranks #4 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	4,837	$833,269
2	NI	Nisource Inc.	17,210	$818,335
3	BKH	Black Hills Corp /Sd/	5,455	$405,852
4	SR	Spire Inc This page	5,052	$394,510

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,510	5,052	+2.4%	Shares	Sole	2026-08-12
2026-03-31	$446,724	4,934	+17.4%	Shares	Sole	2026-04-27
2025-06-30	$306,630	4,201	+52.5%	Shares	Sole	2026-02-03
2025-03-31	$215,500	2,754	-19.2%	Shares	Sole	2026-02-03
2024-06-30	$207,089	3,410	-0.4%	Shares	Sole	2026-02-03
2024-03-31	$210,130	3,424	+1.7%	Shares	Sole	2026-02-03
2023-12-31	$209,898	3,367	-5.3%	Shares	Sole	2024-02-13
2023-06-30	$225,529	3,555	-23.1%	Shares	Sole	2023-08-14
2023-03-31	$324,257	4,623	+10.4%	Shares	Sole	2023-05-11
2022-12-31	$288,247	4,186	+1.5%	Shares	Sole	2023-02-14
2022-09-30	$257,173	4,126	-0.7%	Shares	Sole	2022-11-07
2022-06-30	$309,081	4,156	+9.6%	Shares	Sole	2022-08-02
2022-03-31	$272,185	3,793	+4.0%	Shares	Sole	2022-05-03
2021-12-31	$237,857	3,647	-7.1%	Shares	Sole	2022-02-02
2021-09-30	$240,131	3,925	+24.6%	Shares	Sole	2021-11-02
2021-06-30	$227,722	3,151	-1.0%	Shares	Sole	2021-08-04
2021-03-31	$235,265	3,184	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.