Position in SR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,960,371
-$350,753 QoQ
Shares Held
25,104
-1.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#127
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026AMALGAMATED BANK holds $26,219,091 across 11 Utilities - Regulated Gas names. SR ranks #8 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
29,274 | $5,043,031 | |
| 2 | NI |
Nisource Inc.
|
83,927 | $3,990,728 | |
| 3 | UGI |
Ugi Corp /Pa/
|
95,507 | $3,298,811 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
27,606 | $2,448,100 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
32,366 | $2,408,030 | |
| 6 | NJR |
New Jersey Resources Corp
|
42,903 | $2,404,284 | |
| 7 | OGS |
ONE Gas, Inc.
|
26,676 | $2,055,919 | |
| 8 | SR |
Spire Inc
This page
|
25,104 | $1,960,371 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,960,371 | 25,104 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,311,124 | 25,526 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,053,771 | 24,834 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,115,933 | 25,956 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,888,689 | 25,876 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,015,172 | 25,753 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,780,130 | 26,244 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,765,958 | 26,244 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,691,937 | 27,860 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,761,441 | 28,702 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,877,431 | 30,116 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,698,927 | 30,027 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,992,586 | 31,409 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,321,353 | 33,096 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,423,183 | 35,190 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,155,807 | 34,587 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,500,468 | 33,622 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,358,607 | 32,868 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $2,236,719 | 34,295 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,087,278 | 34,117 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,740,478 | 37,920 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $332,061 | 4,494 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $307,263 | 4,798 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $252,593 | 4,748 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $314,159 | 4,781 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $606,118 | 8,138 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||