EVOLVE PRIVATE WEALTH, LLC

Position in SR — Spire Inc

CIK 2111131 LOS ANGELES, CA

Position in SR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$274,798

-$236,934 QoQ

Shares Held

3,519

-37.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#252

of 393 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $4,305,843 across 4 Utilities - Regulated Gas names. SR ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	96,040	$3,317,221
2	ATO	Atmos Energy Corp	2,848	$490,624
3	SR	Spire Inc This page	3,519	$274,798
4	BKH	Black Hills Corp /Sd/	3,000	$223,200

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,798	3,519	-37.7%	Shares	Defined	2026-08-12
2026-03-31	$511,732	5,652	-2.4%	Shares	Sole	2026-04-16
2025-12-31	$478,998	5,792	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.