Position in SR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$18,116
-$2,889 QoQ
Shares Held
232
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#333
of 393 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Nova Wealth Management, Inc. holds $19,142 across 2 Utilities - Regulated Gas names. SR ranks #1 (94.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SR |
Spire Inc
This page
|
232 | $18,116 | |
| 2 | SPH |
Suburban Propane Partners LP
|
60 | $1,026 |
All Filings in SR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,116 | 232 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $21,005 | 232 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||