Position in SR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,134,131
-$7,503,568 QoQ
Shares Held
667,616
+1.4% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 390 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 81%
None 19%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $2,105,057,967 across 11 Utilities - Regulated Gas names. SR ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
9,185,788 | $1,582,435,695 | |
| 2 | NI |
Nisource Inc.
|
4,079,703 | $193,989,877 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
939,774 | $115,103,517 | |
| 4 | SR |
Spire Inc
This page
|
667,616 | $52,134,131 | |
| 5 | OGS |
ONE Gas, Inc.
|
650,349 | $50,122,395 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
1,656,520 | $50,093,162 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
271,519 | $24,078,303 | |
| 8 | UGI |
Ugi Corp /Pa/
|
567,102 | $19,587,701 |
All Filings in SR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,134,131 | 667,616 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $59,637,699 | 658,689 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,047,109 | 556,797 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $47,752,945 | 585,782 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $39,482,698 | 540,933 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $64,706,723 | 826,923 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $69,381,270 | 1,022,870 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $53,374,964 | 793,208 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $48,570,759 | 799,782 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $43,172,872 | 703,485 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $23,363,534 | 374,776 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $17,721,533 | 313,212 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,293,495 | 83,441 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $22,137,317 | 321,483 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,856,653 | 318,573 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,745,351 | 332,733 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $46,952,566 | 654,300 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $45,121,151 | 691,830 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $40,148,884 | 656,242 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $49,534,796 | 685,413 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $47,800,400 | 646,913 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $39,338,041 | 614,273 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $33,656,394 | 632,639 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $38,816,669 | 590,727 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $39,870,185 | 535,314 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||