Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,236,380
-$106,702 QoQ
Shares Held
13,336
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#507
of 1,283 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 80%
Shared 1%
None 19%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $1,407,369 across 3 Utilities - Diversified names. SRE ranks #1 (87.9% of the industry book) .
All Filings in SRE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,236,380 | 13,336 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,343,082 | 13,822 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,216,987 | 13,784 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,146,794 | 12,745 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $707,767 | 9,341 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $905,843 | 12,694 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $493,425 | 5,625 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $237,174 | 2,836 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $215,706 | 2,836 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $203,709 | 2,836 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $228,001 | 3,051 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $207,559 | 3,051 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $221,151 | 1,519 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||