Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,965,651
+$279,619 QoQ
Shares Held
182,997
+6.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#186
of 1,280 holders
Holding Since
Sep 2024
8 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, 2026&PARTNERS holds $18,671,620 across 4 Utilities - Diversified names. SRE ranks #1 (90.9% of the industry book) .
All Filings in SRE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,965,651 | 182,997 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,686,032 | 171,720 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,174,015 | 149,213 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,027,095 | 189,232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,249,281 | 161,664 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,039,358 | 14,565 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,131,412 | 12,898 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $348,068 | 4,162 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||