Position in SR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,214,427
+$256,422 QoQ
Shares Held
24,458
+3.3% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $78,552,906 across 16 Utilities - Regulated Gas names. SR ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
1,381,030 | $28,614,941 | |
| 2 | ATO |
Atmos Energy Corp
|
95,580 | $17,655,537 | |
| 3 | NI |
Nisource Inc.
|
348,455 | $16,258,909 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
131,288 | $5,188,501 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
48,668 | $4,229,249 | |
| 6 | SR |
Spire Inc
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|
24,458 | $2,214,427 | |
| 7 | UGI |
Ugi Corp /Pa/
|
47,348 | $1,724,414 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
7,999 | $1,010,833 |
All Filings in SR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,214,427 | 24,458 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,958,005 | 23,676 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,669,855 | 20,484 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,317,687 | 18,053 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,132,120 | 14,468 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $673,008 | 9,922 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $348,427 | 5,178 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $219,356 | 3,612 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $141,825 | 2,311 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $84,096 | 1,349 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $58,616 | 1,036 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $77,840 | 1,227 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $760,387 | 10,841 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $100,948 | 1,466 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $91,375 | 1,466 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $109,026 | 1,466 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $172,726 | 2,407 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $128,092 | 1,964 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $76,719 | 1,254 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $102,406 | 1,417 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $95,022 | 1,286 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $55,202 | 862 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||