Duff & Phelps Investment Management’s Spire SR Stock Holding History

Duff & Phelps Investment Management’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84.4M	Sell	932,582 -50,854	-5%	-$4.46M	0.88%	49
2025 Q4	$81.3M	Sell	983,436 -39,496	-4%	-$3.37M	0.92%	47
2025 Q3	$83.4M	Sell	1,022,932 -7,693	-0.7%	-$585K	0.95%	43
2025 Q2	$75.2M	Buy	1,030,625 +254,285	+33%	+$19M	0.88%	47
2025 Q1	$60.7M	Hold	776,340	–	–	0.71%	54
2024 Q4	$52.7M	Hold	776,340	–	–	0.63%	60
2024 Q3	$52.2M	Hold	776,340	–	–	0.6%	61
2024 Q2	$47.1M	Hold	776,340	–	–	0.6%	59
2024 Q1	$47.6M	Hold	776,340	–	–	0.57%	61
2023 Q4	$48.4M	Hold	776,340	–	–	0.58%	61
2023 Q3	$43.9M	Hold	776,340	–	–	0.58%	59
2023 Q2	$49.3M	Hold	776,340	–	–	0.6%	59
2023 Q1	$54.5M	Hold	776,340	–	–	0.66%	53
2022 Q4	$53.5M	Hold	776,340	–	–	0.65%	57
2022 Q3	$48.4M	Hold	776,340	–	–	0.61%	59
2022 Q2	$57.7M	Sell	776,340 -117,990	-13%	-$8.87M	0.71%	57
2022 Q1	$64.2M	Hold	894,330	–	–	0.74%	56
2021 Q4	$58.3M	Hold	894,330	–	–	0.69%	56
2021 Q3	$54.7M	Hold	894,330	–	–	0.71%	64
2021 Q2	$64.6M	Hold	894,330	–	–	0.84%	51
2021 Q1	$66.1M	Hold	894,330	–	–	0.9%	46
2020 Q4	$57.3M	Hold	894,330	–	–	0.83%	53
2020 Q3	$47.6M	Buy	894,330 +10	+0%	+$596	0.74%	58
2020 Q2	$58.8M	Sell	894,320 -62,100	-6%	-$4.43M	0.92%	45
2020 Q1	$71.2M	Sell	956,420 -3,280	-0.3%	-$263K	1.24%	30
2019 Q4	$80M	Buy	959,700 +30,320	+3%	+$2.48M	1.06%	41
2019 Q3	$81.1M	Sell	929,380 -265	-0%	-$22.3K	1.1%	39
2019 Q2	$78M	Sell	929,645 -825	-0.1%	-$69.1K	1.09%	38
2019 Q1	$76.6M	Sell	930,470 -810	-0.1%	-$63.2K	1.15%	33
2018 Q4	$69M	Sell	931,280 -785	-0.1%	-$59.3K	1.16%	32
2018 Q3	$68.6M	Sell	932,065 -13,835	-1%	-$1.02M	1.04%	37
2018 Q2	$66.8M	Buy	945,900 +129,345	+16%	+$9.12M	1%	39
2018 Q1	$59M	Sell	816,555 -2,970	-0.4%	-$202K	0.92%	45
2017 Q4	$61.6M	Hold	819,525	–	–	0.88%	52
2017 Q3	$61.2M	Sell	819,525 -635	-0.1%	-$47.1K	0.86%	50
2017 Q2	$57.2M	Sell	820,160 -180	-0%	-$12.6K	0.82%	51
2017 Q1	$55.4M	Buy	820,340 +62,505	+8%	+$4.07M	0.78%	54
2016 Q4	$48.9M	Sell	757,835 -9,935	-1%	-$625K	0.7%	62
2016 Q3	$48.9M	Buy	767,770 +28,925	+4%	+$1.93M	0.69%	65
2016 Q2	$52.3M	Sell	738,845 -1,000	-0.1%	-$65.7K	0.78%	56
2016 Q1	$50.1M	Buy	739,845 +197,975	+37%	+$12.6M	0.79%	50
2015 Q4	$32.2M	Buy	541,870 +41,870	+8%	+$2.41M	0.54%	76
2015 Q3	$27.3M	Hold	500,000	–	–	0.44%	81
2015 Q2	$26M	Buy	+500,000	New	+$26.1M	0.4%	89

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Duff & Phelps Investment Management's SR Position: Q1 2026 in Review

Duff & Phelps Investment Management reduced its Spire (SR) stake by 5.2% in Q1 2026, selling an estimated $4.46M and leaving 932,582 shares worth $84.4M. The position accounts for 0.88% of the portfolio, ranked #49.

Duff & Phelps Investment Management first reported a position in SR in Q2 2015 and has held it in 44 quarters since. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

Duff & Phelps Investment Management held 932,582 shares of Spire worth $84.4M as of Q1 2026.
Duff & Phelps Investment Management sold 50,854 Spire shares in Q1 2026, an estimated $4.46M.
Spire made up 0.88% of Duff & Phelps Investment Management's portfolio in Q1 2026, its #49 holding.
Duff & Phelps Investment Management first reported a position in Spire in Q2 2015 and has held it in 44 quarters since.
400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.