Position in SR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,323,078
-$187,853 QoQ
Shares Held
16,943
+1.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 393 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Sanctuary Advisors, LLC holds $16,694,504 across 7 Utilities - Regulated Gas names. SR ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
268,818 | $9,284,973 | |
| 2 | NI |
Nisource Inc.
|
72,418 | $3,443,475 | |
| 3 | SR |
Spire Inc
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|
16,943 | $1,323,078 | |
| 4 | MDU |
Mdu Resources Group Inc
|
43,102 | $914,193 | |
| 5 | NJR |
New Jersey Resources Corp
|
16,195 | $907,567 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
14,669 | $564,756 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
2,892 | $256,462 |
All Filings in SR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,078 | 16,943 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,510,931 | 16,688 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,387,292 | 16,775 | Shares | Sole | 2026-01-29 | |
| 2024-12-31 | $500,788 | 7,383 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $533,676 | 7,931 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||