Position in SR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$231,927
-$44,310 QoQ
Shares Held
2,970
-2.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#272
of 393 holders
Holding Since
Mar 2020
26 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, 2026SMITH, MOORE & CO. holds $1,445,145 across 3 Utilities - Regulated Gas names. SR ranks #3 (16.0% of the industry book) .
All Filings in SR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,927 | 2,970 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $276,237 | 3,051 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $275,804 | 3,335 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $334,639 | 4,105 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $326,265 | 4,470 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $332,406 | 4,248 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $298,587 | 4,402 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $335,777 | 4,990 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $405,190 | 6,672 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $570,925 | 9,303 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $698,519 | 11,205 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $759,247 | 13,419 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $863,608 | 13,613 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $959,655 | 13,682 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $904,751 | 13,139 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $826,059 | 13,253 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $985,625 | 13,253 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $955,986 | 13,322 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $836,903 | 12,832 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $823,299 | 13,457 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $963,792 | 13,336 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,009,115 | 13,657 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $887,594 | 13,860 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $748,790 | 14,075 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $335,975 | 5,113 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $343,576 | 4,613 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||