Position in SRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$521,308
-$133,909 QoQ
Shares Held
5,623
-16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#678
of 1,283 holders
Holding Since
Jun 2025
5 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, 2026QUEST INVESTMENT MANAGEMENT LLC holds $521,308 across 1 Utilities - Diversified name. SRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
5,623 | $521,308 |
All Filings in SRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,308 | 5,623 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $655,217 | 6,743 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $612,909 | 6,942 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $686,637 | 7,631 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $704,357 | 9,296 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||