Position in SR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$280,655
-$48,367 QoQ
Shares Held
3,594
-1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 393 holders
Holding Since
Sep 2025
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, 2026Summit Financial, LLC holds $2,934,339 across 6 Utilities - Regulated Gas names. SR ranks #6 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
|
54,066 | $924,528 | |
| 2 | NI |
Nisource Inc.
|
11,168 | $531,038 | |
| 3 | NJR |
New Jersey Resources Corp
|
8,978 | $503,127 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
4,218 | $374,052 | |
| 5 | ATO |
Atmos Energy Corp
|
1,863 | $320,939 | |
| 6 | SR |
Spire Inc
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|
3,594 | $280,655 |
All Filings in SR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,655 | 3,594 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $329,022 | 3,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $296,231 | 3,582 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $290,863 | 3,568 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||