Position in SR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$459,790
-$140,668 QoQ
Shares Held
5,888
-11.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 160 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026M&T Bank Corp holds $17,495,663 across 12 Utilities - Regulated Gas names. SR ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
31,796 | $5,477,491 | |
| 2 | MDU |
Mdu Resources Group Inc
|
166,723 | $3,536,189 | |
| 3 | UGI |
Ugi Corp /Pa/
|
84,079 | $2,904,083 | |
| 4 | NI |
Nisource Inc.
|
57,393 | $2,729,033 | |
| 5 | SR |
Spire Inc
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|
5,888 | $459,790 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
3,695 | $452,562 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,569 | $405,175 | |
| 8 | OGS |
ONE Gas, Inc.
|
4,875 | $375,712 |
All Filings in SR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,790 | 5,888 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $600,458 | 6,632 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $452,530 | 5,472 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $427,650 | 5,246 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $339,984 | 4,658 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $207,281 | 2,649 | Shares | Defined | 2025-04-30 | |
| 2021-06-30 | $349,135 | 4,831 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $382,750 | 5,180 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $270,695 | 4,227 | Shares | Defined | 2021-02-12 | |
| 2020-03-31 | $240,867 | 3,234 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||