Position in SR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$265,584
-$42,342 QoQ
Shares Held
3,401
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $8,371,090 across 12 Utilities - Regulated Gas names. SR ranks #3 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
40,578 | $6,990,372 | |
| 2 | NI |
Nisource Inc.
|
10,087 | $479,636 | |
| 3 | SR |
Spire Inc
This page
|
3,401 | $265,584 | |
| 4 | UGI |
Ugi Corp /Pa/
|
6,567 | $226,823 | |
| 5 | NJR |
New Jersey Resources Corp
|
2,266 | $126,985 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,346 | $103,736 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
701 | $52,153 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
399 | $48,868 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,584 | 3,401 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $307,926 | 3,401 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $281,262 | 3,401 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $398,224 | 4,885 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $357,577 | 4,899 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $384,598 | 4,915 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $323,141 | 4,764 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $320,568 | 4,764 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $286,888 | 4,724 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $393,934 | 6,419 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $405,708 | 6,508 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $368,222 | 6,508 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $412,867 | 6,508 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $485,298 | 6,919 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $442,012 | 6,419 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $400,096 | 6,419 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $531,224 | 7,143 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $512,581 | 7,143 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $468,083 | 7,177 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $376,439 | 6,153 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $445,399 | 6,163 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $455,383 | 6,163 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $632,330 | 9,874 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $709,900 | 13,344 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $876,834 | 13,344 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $997,063 | 13,387 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||