Position in SR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,078,942
-$2,548,285 QoQ
Shares Held
193,097
-0.8% QoQ
Ownership
0.327%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $729,966,201 across 15 Utilities - Regulated Gas names. SR ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
6,963,215 | $331,100,866 | |
| 2 | ATO |
Atmos Energy Corp
|
560,812 | $96,611,075 | |
| 3 | NJR |
New Jersey Resources Corp
|
1,062,877 | $59,563,624 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
569,101 | $50,467,873 | |
| 5 | UGI |
Ugi Corp /Pa/
|
1,248,079 | $43,108,644 | |
| 6 | OGS |
ONE Gas, Inc.
|
465,930 | $35,909,221 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
421,165 | $31,334,673 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,431,306 | $24,475,332 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,078,942 | 193,097 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $17,627,227 | 194,690 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $20,337,084 | 245,914 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $28,855,955 | 353,974 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $25,719,992 | 352,377 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $29,437,724 | 376,201 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $29,078,785 | 428,701 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $19,495,928 | 289,730 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $14,892,451 | 245,224 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $18,617,506 | 303,365 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $18,140,625 | 290,995 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $16,283,495 | 287,796 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $20,141,371 | 317,487 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $24,021,896 | 342,485 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $21,960,760 | 318,919 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,773,567 | 317,240 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,077,955 | 323,759 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $16,049,912 | 223,661 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $26,833,396 | 411,429 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $27,832,309 | 454,925 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $35,617,762 | 492,843 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $30,989,537 | 419,401 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $25,723,778 | 401,683 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $21,452,312 | 403,239 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $26,483,163 | 403,031 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $26,118,941 | 350,684 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||