Position in SR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$658,689
-$36,386 QoQ
Shares Held
8,435
+9.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#194
of 394 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BURNEY CO/ holds $19,426,187 across 4 Utilities - Regulated Gas names. SR ranks #3 (3.4% of the industry book) .
All Filings in SR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,689 | 8,435 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $695,075 | 7,677 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $367,022 | 4,438 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $361,785 | 4,438 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $243,567 | 3,337 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $269,258 | 3,441 | Shares | Sole | 2025-05-06 | |
| 2024-03-31 | $237,256 | 3,866 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $221,369 | 3,551 | Shares | Sole | 2024-02-12 | |
| 2023-03-31 | $224,448 | 3,200 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $220,352 | 3,200 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $241,965 | 3,882 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $441,832 | 5,941 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,424,052 | 33,780 | Shares | Sole | 2022-05-09 | |
| 2021-06-30 | $251,499 | 3,480 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $282,629 | 3,825 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||