MERITAGE PORTFOLIO MANAGEMENT SR — SPIRE INC

Ownership history in MERITAGE PORTFOLIO MANAGEMENT  ·  5 quarters on record

AI Ownership Summary

MERITAGE PORTFOLIO MANAGEMENT reported SPIRE INC (SR) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows SR at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERITAGE PORTFOLIO MANAGEMENT's position in SPIRE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SR was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SR stock page MERITAGE PORTFOLIO MANAGEMENT fund profile MERITAGE PORTFOLIO MANAGEMENT full holdings
How MERITAGE PORTFOLIO MANAGEMENT held SR — position size vs. price
% of Fund (quarterly)    SR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 40,079 -551 -1.4% 0.22% $3.3M 2025-10-28 $86.43
2025 Q2 REDUCED — — — 40,630 -1,079 -2.6% 0.19% $3.0M 2025-07-25 $74.19
2025 Q1 REDUCED — — — 41,709 -1,136 -2.7% 0.22% $3.3M 2025-04-28 $74.35
2024 Q4 REDUCED 6.6% +16.6% ❌ 42,845 -3,013 -6.6% 0.18% $2.9M 2025-01-27 $67.59
2024 Q3 INITIATED — — — 45,858 — — 0.19% $3.1M 2024-11-04 $58.51

🏢 Other funds also holding SR

As of 2026 Q1 — sorted by position size

OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.56% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 0.88% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.77% Regent Peak Wealth Advisors LLC 3Y 0.72% Leeward Investments, LLC - MA 3Y 0.63% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.56% Cardinal Capital Management 3Y 7Y 0.52% Bank & Trust Co 0.51% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.36% KAVAR CAPITAL PARTNERS GROUP, LLC 3Y 0.26%

FAQ About MERITAGE PORTFOLIO MANAGEMENT and SR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MERITAGE PORTFOLIO MANAGEMENT reported owning SR?

MERITAGE PORTFOLIO MANAGEMENT reported SR across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported SR position in MERITAGE PORTFOLIO MANAGEMENT's portfolio?

The largest reported portfolio weight for SR was 0.22% in 2025 Q3.

What is the latest reported SR position on this page?

The most recent filing on this page is 2025 Q3, when MERITAGE PORTFOLIO MANAGEMENT reported 40,079 shares, equal to 0.22% of portfolio, with an estimated market value of $3.3M.

What does the chart on this SR ownership page compare?

The chart compares MERITAGE PORTFOLIO MANAGEMENT's quarterly SR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MERITAGE PORTFOLIO MANAGEMENT time their SR position?

Based on 13F filing dates vs. subsequent SR price moves, MERITAGE PORTFOLIO MANAGEMENT correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SR relative to SPY over the holding period was +21.5%.

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