A detailed history of Regent Peak Wealth Advisors LLC transactions in Spire Inc stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 140,481 shares of SR stock, worth $9.45 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
140,481
Previous 171,383 18.03%
Holding current value
$9.45 Million
Previous $10.5 Million 18.88%
% of portfolio
2.08%
Previous 2.68%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$58.14 - $63.24 $1.8 Million - $1.95 Million
-30,902 Reduced 18.03%
140,481 $8.53 Million
Q1 2024

May 01, 2024

SELL
$56.77 - $63.76 $32,869 - $36,917
-579 Reduced 0.34%
171,383 $10.5 Million
Q4 2023

Jan 23, 2024

BUY
$54.75 - $65.3 $127,512 - $152,083
2,329 Added 1.37%
171,962 $10.7 Million
Q3 2023

Nov 03, 2023

SELL
$55.9 - $65.43 $23,925 - $28,004
-428 Reduced 0.25%
169,633 $9.6 Million
Q2 2023

Jul 19, 2023

SELL
$62.58 - $71.52 $31,352 - $35,831
-501 Reduced 0.29%
170,061 $10.8 Million
Q1 2023

Apr 24, 2023

SELL
$66.48 - $75.59 $7,113 - $8,088
-107 Reduced 0.06%
170,562 $12 Million
Q4 2022

Feb 08, 2023

BUY
$62.0 - $74.67 $226,672 - $272,993
3,656 Added 2.19%
170,669 $11.8 Million
Q1 2022

May 03, 2022

BUY
$62.85 - $71.76 $290,555 - $331,746
4,623 Added 2.85%
167,013 $12 Million
Q4 2021

Feb 11, 2022

BUY
$59.64 - $65.98 $275,775 - $305,091
4,624 Added 2.93%
162,390 $10.6 Million
Q2 2021

Aug 16, 2021

BUY
$70.33 - $77.48 $632 - $697
9 Added 0.01%
157,766 $11.2 Million
Q1 2021

Apr 28, 2021

BUY
$60.32 - $75.53 $93,676 - $117,298
1,553 Added 0.99%
157,757 $11.7 Million
Q4 2020

Feb 12, 2021

BUY
$52.56 - $67.44 $314,571 - $403,628
5,985 Added 3.98%
156,204 $10 Million
Q3 2020

Nov 04, 2020

BUY
$51.52 - $67.17 $257 - $335
5 Added 0.0%
150,219 $7.99 Million
Q2 2020

Aug 05, 2020

BUY
$62.17 - $79.34 $248 - $317
4 Added 0.0%
150,214 $9.87 Million
Q1 2020

Apr 27, 2020

BUY
$60.26 - $87.6 $1.31 Million - $1.91 Million
21,759 Added 16.94%
150,210 $11.2 Million
Q4 2019

Feb 14, 2020

BUY
$75.54 - $86.15 $9.7 Million - $11.1 Million
128,451 New
128,451 $10.7 Million

Others Institutions Holding SR

About SPIRE INC


  • Ticker SR
  • Exchange OTC
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 52,492,800
  • Market Cap $3.53B
  • Description
  • Spire Inc., together with its subsidiaries, engages in the purchase, retail distribution, and sale of natural gas to residential, commercial, industrial, and other end-users of natural gas in the United States. The company operates in two segments, Gas Utility and Gas Marketing. It is also involved in the marketing of natural gas. In addition, t...
More about SR
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.