Position in SRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,153,715
+$301,874 QoQ
Shares Held
34,017
+15.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#376
of 1,283 holders
Holding Since
Jun 2022
17 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, 2026INTECH INVESTMENT MANAGEMENT LLC holds $8,136,706 across 3 Utilities - Diversified names. SRE ranks #2 (38.8% of the industry book) .
All Filings in SRE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,153,715 | 34,017 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,851,841 | 29,349 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,128,257 | 12,779 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,169,379 | 12,996 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $985,085 | 13,001 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,163,096 | 16,299 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,443,431 | 16,455 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,001,982 | 35,896 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,781,589 | 36,571 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $3,092,281 | 43,050 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $2,285,392 | 30,582 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $2,275,467 | 33,448 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $3,216,519 | 22,093 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $14,315,607 | 94,705 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $17,626,059 | 114,055 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $12,332,115 | 82,247 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $24,441,716 | 162,652 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||