SR β€” SPIRE INC

Ownership history in Sourcerock Group LLC  Β·  4 quarters on record

AI Ownership Summary

Sourcerock Group LLC reported SPIRE INC (SR) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.89% in 2024 Q4. The latest visible filing shows SR at 0.53% 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 Sourcerock Group LLC'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 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

How Sourcerock Group LLC held SR β€” position size vs. price
% of Fund (quarterly)    SR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 95,562 -83,200 -46.5% 0.53% $7.8M 2025-11-14 $85.35
2025 Q2 REDUCED 178,762 -16,777 -8.6% 0.68% $13.0M 2025-08-14 $75.26
2025 Q1 ADDED 195,539 +10,274 +5.5% 0.86% $15.3M 2025-05-15 $69.74
2024 Q4 INITIATED 185,265 β€” β€” 0.89% $12.6M 2025-02-14 $70.27

FAQ About Sourcerock Group LLC and SR

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

How long has Sourcerock Group LLC reported owning SR?

Sourcerock Group LLC reported SR across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SR position in Sourcerock Group LLC's portfolio?

The largest reported portfolio weight for SR was 0.89% in 2024 Q4.

What is the latest reported SR position on this page?

The most recent filing on this page is 2025 Q3, when Sourcerock Group LLC reported 95,562 shares, equal to 0.53% of portfolio, with an estimated market value of $7.8M.

What does the chart on this SR ownership page compare?

The chart compares Sourcerock Group LLC'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.

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