Position in SRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$532,989
-$48,184 QoQ
Shares Held
5,749
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#673
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $1,020,894 across 4 Utilities - Diversified names. SRE ranks #1 (52.2% 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 | $532,989 | 5,749 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $581,173 | 5,981 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $527,974 | 5,980 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $547,438 | 6,084 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $477,956 | 6,308 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $450,066 | 6,307 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $553,161 | 6,306 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $547,441 | 6,546 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $516,598 | 6,792 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $498,355 | 6,938 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $532,300 | 7,123 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $502,808 | 7,391 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $561,685 | 3,858 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $583,024 | 3,857 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $596,060 | 3,857 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $599,010 | 3,995 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $600,327 | 3,995 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $695,175 | 4,135 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $561,793 | 4,247 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $562,671 | 4,448 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $607,552 | 4,586 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $582,688 | 4,395 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $559,711 | 4,393 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $546,585 | 4,618 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $574,895 | 4,904 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $548,114 | 4,851 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||