Position in SR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$18,017
+$4,537 QoQ
Shares Held
199
+22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $2,938,996 across 15 Utilities - Regulated Gas names. SR ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
45,865 | $2,140,060 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
2,402 | $208,733 | |
| 3 | ATO |
Atmos Energy Corp
|
944 | $174,375 | |
| 4 | OGS |
ONE Gas, Inc.
|
1,686 | $145,215 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
1,968 | $136,598 | |
| 6 | NJR |
New Jersey Resources Corp
|
969 | $53,217 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
707 | $27,940 | |
| 8 | SR |
Spire Inc
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|
199 | $18,017 |
All Filings in SR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,017 | 199 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,480 | 163 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,249 | 138 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,758 | 120 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,216 | 105 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,391 | 50 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,691 | 40 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,214 | 20 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $306 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||