Position in SRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$686,702
-$33,036 QoQ
Shares Held
7,407
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#618
of 1,280 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $1,147,100 across 3 Utilities - Diversified names. SRE ranks #1 (59.9% of the industry book) .
All Filings in SRE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,702 | 7,407 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $719,738 | 7,407 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $653,964 | 7,407 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $666,481 | 7,407 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $561,228 | 7,407 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $528,563 | 7,407 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $651,145 | 7,423 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $608,491 | 7,276 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $542,840 | 7,137 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $515,164 | 7,172 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $278,518 | 3,727 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $257,017 | 3,778 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $279,678 | 1,921 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $285,087 | 1,886 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $339,524 | 2,197 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $333,766 | 2,226 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $417,900 | 2,781 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||