Position in SR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$884,291
-$56,781 QoQ
Shares Held
11,324
+8.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#181
of 393 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $17,828,968 across 12 Utilities - Regulated Gas names. SR ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
24,786 | $4,269,884 | |
| 2 | NI |
Nisource Inc.
|
64,160 | $3,050,808 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
23,570 | $2,090,187 | |
| 4 | UGI |
Ugi Corp /Pa/
|
52,926 | $1,828,064 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
23,364 | $1,738,281 | |
| 6 | OGS |
ONE Gas, Inc.
|
13,800 | $1,063,566 | |
| 7 | SR |
Spire Inc
This page
|
11,324 | $884,291 | |
| 8 | NJR |
New Jersey Resources Corp
|
14,134 | $792,069 |
All Filings in SR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,291 | 11,324 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $941,072 | 10,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $775,891 | 9,382 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $777,537 | 9,538 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $655,012 | 8,974 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $622,557 | 7,956 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $547,727 | 8,075 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $455,687 | 6,772 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $356,606 | 5,872 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $362,819 | 5,912 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $532,944 | 8,549 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $291,217 | 5,147 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $437,954 | 6,244 | Shares | Sole | 2023-05-10 | |
| 2022-06-30 | $216,416 | 2,910 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||