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SR in the 13F filings

Spire Inc · CUSIP 84857L101

Sector · UtilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed
4,207,730
combined, among listed positions
Reported value
$330m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +568,518.

Managers listing SR in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
MFS Investment Management718,104$56munder 0.1%Added+2,7853 Aug 2026 (the filing on sec.gov)
Invesco Ltd679,359$53munder 0.1%Added+74,59814 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP667,616$52munder 0.1%Added+8,92714 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP406,743$32m0.20%Added+30,68114 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC390,017$30munder 0.1%Trimmed-22,79314 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC343,000$27munder 0.1%Added+302,90013 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.234,149$18munder 0.1%Added+146,42314 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)227,994$18munder 0.1%Added+138,19413 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP116,801$11munder 0.1%Added+4,66214 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc78,690$6.1munder 0.1%Added+12,09914 Aug 2026 (the filing on sec.gov)
Man Group PLC68,036$5.3munder 0.1%Trimmed-7,62614 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP54,291$4.2munder 0.1%Added+51,95214 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC38,562$3.0munder 0.1%Trimmed-61,48914 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC28,669$2.2munder 0.1%Trimmed-51,00314 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd26,252$2.0munder 0.1%Held014 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP21,451$1.7m0.07%Newnew12 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp21,039$1.6munder 0.1%Trimmed-7,03814 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP19,757$1.5munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC15,082$1.2munder 0.1%Added+56927 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP14,531$1.1munder 0.1%Trimmed-31,91914 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP11,664$911kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC11,597$906kunder 0.1%Trimmed-8,8872 Sep 2026 (the filing on sec.gov)
Arrowstreet Capital LP11,426$892kunder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
GAMCO Investors Inc2,900$226kunder 0.1%Trimmed-8,50012 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0246201720182019202020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20161$1.2mn.a.n.a.
Q3 20162$3.9mn.a.n.a.
Q4 20162$2.3mn.a.n.a.
Q1 20172$3.6mn.a.n.a.
Q2 20171$3.8mn.a.n.a.
Q3 20171$44mn.a.n.a.
Q4 20172$54mn.a.n.a.
Q1 20182$55mn.a.n.a.
Q2 20183$72mn.a.n.a.
Q3 20183$64mn.a.n.a.
Q4 20181$70mn.a.n.a.
Q1 20192$78mn.a.n.a.
Q2 20192$76mn.a.n.a.
Q3 20191$68mn.a.n.a.
Q4 20191$838kn.a.n.a.
Q1 20201$1.1mn.a.n.a.
Q2 20203$5.7mn.a.n.a.
Q3 20202$2.7mn.a.n.a.
Q4 20201$3.6mn.a.n.a.
Q3 20211$1.2mn.a.n.a.
Q4 20211$3.5mn.a.n.a.
Q1 20226$32mn.a.n.a.
Q2 20223$21mn.a.n.a.
Q3 20221$4.2mn.a.n.a.
Q1 20232$5.6mn.a.n.a.
Q2 20236$19mn.a.n.a.
Q3 20232$2.7mn.a.n.a.
Q4 20232$18m12
Q1 20241$13m10
Q2 20241$12m10
Q3 20241$6.3m01
Q4 20241$5.2m01
Q1 20252$34m20
Q2 20252$35m20
Q3 20252$60m11
Q4 20253$79m158
Q1 20262$99m159
Q2 20264$94m1512

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SR and GEV →SR and XOM →SR and CVX →Choose a stock to compare with SR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SR, latest filings →Back to the 13F Explorer →