Position in SR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,860,076
-$3,287,050 QoQ
Shares Held
689,718
+9.3% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $1,178,530,630 across 16 Utilities - Regulated Gas names. SR ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,165,784 | $373,099,606 | |
| 2 | NI |
Nisource Inc.
|
4,346,417 | $206,672,127 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
1,431,217 | $106,482,543 | |
| 4 | UGI |
Ugi Corp /Pa/
|
2,308,567 | $79,737,902 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
869,554 | $77,112,047 | |
| 6 | OGS |
ONE Gas, Inc.
|
807,222 | $62,212,599 | |
| 7 | SR |
Spire Inc
This page
|
689,718 | $53,860,076 | |
| 8 | CTRI |
Centuri Holdings, Inc.
|
1,552,762 | $46,955,522 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,860,076 | 689,718 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $57,147,126 | 631,181 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $53,560,323 | 647,646 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $37,650,010 | 461,850 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,836,417 | 299,170 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,336,455 | 426,025 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $47,143,002 | 695,017 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $36,632,339 | 544,395 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $21,409,206 | 352,531 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $21,929,893 | 357,339 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $24,811,194 | 397,998 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $26,136,054 | 461,931 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $34,331,190 | 541,160 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $27,617,273 | 393,745 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $32,626,281 | 473,806 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $33,728,944 | 541,135 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $37,935,392 | 510,090 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $31,541,246 | 439,538 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $40,823,349 | 625,933 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $17,687,626 | 289,108 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $17,859,433 | 247,121 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $24,339,218 | 329,398 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,230,796 | 331,524 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $12,647,022 | 237,726 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,233,068 | 125,294 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $14,473,697 | 194,330 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||