Position in SR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$36,702
-$5,851 QoQ
Shares Held
470
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 393 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $273,289 across 5 Utilities - Regulated Gas names. SR ranks #2 (13.4% of the industry book) .
All Filings in SR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,702 | 470 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $42,553 | 470 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||