Position in SR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,672,145
-$833,335 QoQ
Shares Held
72,636
+1.1% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#76
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $22,019,164 across 2 Utilities - Regulated Gas names. SR ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
219,718 | $16,347,019 | |
| 2 | SR |
Spire Inc
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|
72,636 | $5,672,145 |
All Filings in SR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,672,145 | 72,636 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,505,480 | 71,852 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,130,294 | 62,035 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,911,743 | 60,252 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,444,434 | 60,891 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,768,633 | 60,941 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,347,699 | 64,097 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,060,211 | 60,339 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,699,125 | 60,911 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,783,951 | 61,658 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,998,736 | 64,144 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $3,619,818 | 63,977 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,053,118 | 63,889 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,079,959 | 72,426 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,654,522 | 67,594 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $4,166,573 | 66,847 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,914,443 | 66,081 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,741,900 | 66,080 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,359,790 | 36,182 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,212,941 | 36,171 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,517,164 | 34,830 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,180,789 | 29,514 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,669,458 | 26,069 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,410,810 | 26,519 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,742,563 | 26,519 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,928,212 | 25,889 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||