Position in SRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,365,590
-$397,854 QoQ
Shares Held
57,875
-2.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#318
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026COMMERCE BANK holds $5,810,666 across 3 Utilities - Diversified names. SRE ranks #1 (92.3% of the industry book) .
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,365,590 | 57,875 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,763,444 | 59,313 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,997,125 | 56,599 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,239,174 | 58,226 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,397,690 | 58,040 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $4,136,310 | 57,964 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,332,849 | 60,794 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,966,116 | 59,382 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,676,928 | 61,490 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,874,813 | 67,866 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,066,767 | 67,801 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,254,323 | 62,536 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,564,245 | 31,350 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,817,015 | 31,867 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,866,464 | 31,490 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,808,125 | 32,067 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,871,301 | 32,417 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,539,553 | 32,950 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,003,755 | 37,827 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,775,121 | 37,748 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,776,433 | 36,054 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,799,793 | 36,203 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,609,565 | 36,179 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,213,260 | 35,597 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,908,799 | 33,343 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,730,590 | 33,017 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||