Position in SRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,832,541
-$851,468 QoQ
Shares Held
73,698
-6.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#291
of 1,289 holders
Holding Since
Sep 2020
24 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, 2026HANTZ FINANCIAL SERVICES, INC. holds $6,916,175 across 3 Utilities - Diversified names. SRE ranks #1 (98.8% of the industry book) .
All Filings in SRE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,832,541 | 73,698 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,684,009 | 79,078 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,714,162 | 87,373 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,937,698 | 121,557 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,695,908 | 127,965 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,258,745 | 129,747 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,490,530 | 130,991 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,037,487 | 131,980 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,320,885 | 135,694 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,141,965 | 141,194 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $10,965,431 | 146,734 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $10,568,392 | 155,349 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $9,099,520 | 62,501 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $8,937,939 | 59,129 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $7,175,601 | 46,432 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $6,954,217 | 46,380 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $6,920,684 | 46,055 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $7,748,987 | 46,092 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $5,527,319 | 41,785 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $5,068,349 | 40,066 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $3,270,136 | 24,684 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $2,943,673 | 22,203 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $2,697,906 | 21,175 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $901,903 | 7,620 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||