Spire Inc.
US ˙ NYSE ˙ US84857L1017

SecuritySR / Spire Inc.
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership8,205 shares
Latest Disclosed Value $ 742,869
Cornerstone Wealth Management, LLC reports 3.03% increase in ownership of SR / Spire Inc.

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 8,205 shares of Spire Inc. (US:SR) valued at $742,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,964 shares of Spire Inc.. This represents a change in shares of 3.03% during the quarter. The current value of the position is $675,928 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-23 2026-03-31 13F SPIRE COM 84857L101 8,205 241 3.03 743 12.77 0.0372
2026-02-05 2025-12-31 13F SPIRE COM 84857L101 7,964 1 0.01 659 1.39 0.0343
2025-11-04 2025-09-30 13F SPIRE COM 84857L101 7,963 -25 -0.31 649 11.32 0.0359
2025-08-12 2025-06-30 13F SPIRE COM 84857L101 7,988 118 1.50 583 -5.20 0.0354
2025-04-18 2025-03-31 13F SPIRE COM 84857L101 7,870 133 1.72 616 17.37 0.0417
2025-01-21 2024-12-31 13F SPIRE COM 84857L101 7,737 850 12.34 525 13.17 0.0354
2024-10-16 2024-09-30 13F SPIRE COM 84857L101 6,887 -86 -1.23 463 9.46 0.0326
2024-07-16 2024-06-30 13F SPIRE COM 84857L101 6,973 268 4.00 423 2.92 0.0326
2024-04-19 2024-03-31 13F SPIRE COM 84857L101 6,705 -40 -0.59 411 -2.14 0.0333
2024-01-10 2023-12-31 13F SPIRE COM 84857L101 6,745 -2 -0.03 420 10.24 0.0362
2023-11-07 2023-09-30 13F SPIRE COM 84857L101 6,747 462 7.35 382 -4.27 0.0360
2023-07-14 2023-06-30 13F SPIRE COM 84857L101 6,285 -104 -1.63 399 -11.16 0.0356
2023-05-15 2023-03-31 13F SPIRE COM 84857L101 6,389 1,347 26.72 448 42.68 0.0440
2022-10-14 2022-09-30 13F SPIRE COM 84857L101 5,042 192 3.96 314 -13.02 0.0350
2022-08-04 2022-06-30 13F SPIRE COM 84857L101 4,850 -2 -0.04 361 3.74 0.0400
2022-04-21 2022-03-31 13F SPIRE COM 84857L101 4,852 -1,233 -20.26 348 -12.56 0.0338
2022-02-14 2021-12-31 13F SPIRE COM 84857L101 6,085 433 7.66 398 15.03 0.0379
2021-11-12 2021-09-30 13F SPIRE COM 84857L101 5,652 -200 -3.42 346 -18.20 0.0368
2021-08-09 2021-06-30 13F SPIRE COM 84857L101 5,852 64 1.11 423 -1.17 0.0445
2021-04-30 2021-03-31 13F SPIRE COM 84857L101 5,788 -218 -3.63 428 11.17 0.0506
2021-01-29 2020-12-31 13F SPIRE COM 84857L101 6,006 615 11.41 385 34.15 0.0483
2020-10-13 2020-09-30 13F SPIRE COM 84857L101 5,391 -800 -12.92 287 -29.48 0.0425
2020-07-16 2020-06-30 13F SPIRE COM 84857L101 6,191 -964 -13.47 407 -23.64 0.0658
2020-05-13 2020-03-31 13F SPIRE COM 84857L101 7,155 800 12.59 533 0.76 0.1028
2020-02-20 2019-12-31 13F SPIRE COM 84857L101 6,355 129 2.07 529 -2.58 0.0857
2019-10-28 2019-09-30 13F SPIRE COM 84857L101 6,226 -1 -0.02 543 3.43 0.0958
2019-08-02 2019-06-30 13F SPIRE COM 84857L101 6,227 0 0.00 525 68.81 0.0943
2019-05-13 2019-03-31 13F SPIRE COM 84857L101 6,227 0 0.00 311 -32.54 0.0378
2019-02-13 2018-12-31 13F SPIRE COM 84857L101 6,227 -887,284 -99.30 461 -96.11 0.0985
2018-10-19 2018-09-30 13F SPIRE COM 84857L101 893,511 209,304 30.59 11,852 24.09 0.1492
2018-07-20 2018-06-30 13F SPIRE COM 84857L101 684,207 673,385 6,222.37 9,551 1,132.39 0.1077
2018-04-24 2018-03-31 13F SPIRE COM 84857L101 10,822 -1,394 -11.41 775 -11.43 0.1478
2018-02-09 2017-12-31 13F SPIRE COM 84857L101 12,216 364 3.07 875 -1.91 0.1642
2017-11-14 2017-09-30 13F SPIRE COM 84857L101 11,852 2,318 24.31 892 36.39 0.1848
2017-08-11 2017-06-30 13F SPIRE COM 84857L101 9,534 769 8.77 654 9.18 0.1467
2017-05-11 2017-03-31 13F SPIRE COM 84857L101 8,765 758 9.47 599 16.31 0.1481
2017-02-14 2016-12-31 13F SPIRE COM 84857L101 8,007 800 11.10 515 16.25 0.1652
2016-10-31 2016-09-30 13F SPIRE COM 84857L101 7,207 7,207 443 0.1636
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.