Position in SR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$917,245
-$31,523 QoQ
Shares Held
11,746
+12.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $29,404,988 across 13 Utilities - Regulated Gas names. SR ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
88,646 | $4,967,721 | |
| 2 | NI |
Nisource Inc.
|
96,404 | $4,584,010 | |
| 3 | UGI |
Ugi Corp /Pa/
|
131,746 | $4,550,506 | |
| 4 | SPH |
Suburban Propane Partners LP
|
205,071 | $3,506,714 | |
| 5 | ATO |
Atmos Energy Corp
|
20,043 | $3,452,807 | |
| 6 | MDU |
Mdu Resources Group Inc
|
142,875 | $3,030,378 | |
| 7 | NWN |
Northwest Natural Holding Co
|
24,358 | $1,195,003 | |
| 8 | SR |
Spire Inc
This page
|
11,746 | $917,245 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,245 | 11,746 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $948,768 | 10,479 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $627,196 | 7,584 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $679,143 | 8,331 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $632,166 | 8,661 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $687,661 | 8,788 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $561,361 | 8,276 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $624,922 | 9,287 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $572,319 | 9,424 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $592,036 | 9,647 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $679,755 | 10,904 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $548,995 | 9,703 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $620,443 | 9,780 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $698,734 | 9,962 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $817,987 | 11,879 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $722,716 | 11,595 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $873,029 | 11,739 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $729,870 | 10,171 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $830,185 | 12,729 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $632,417 | 10,337 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $777,408 | 10,757 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $753,604 | 10,199 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $616,833 | 9,632 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $552,482 | 10,385 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $679,507 | 10,341 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $831,792 | 11,168 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||