Position in SRE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$266,633
+$2,525 QoQ
Shares Held
2,876
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#886
of 1,283 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $337,223 across 4 Utilities - Diversified names. SRE ranks #1 (79.1% 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 | $266,633 | 2,876 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $264,108 | 2,718 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $258,954 | 2,933 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $271,919 | 3,022 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $246,252 | 3,250 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $146,002 | 2,046 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $188,071 | 2,144 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $183,902 | 2,199 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $183,989 | 2,419 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $174,115 | 2,424 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $168,217 | 2,251 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $127,012 | 1,867 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $119,820 | 823 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $118,055 | 781 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $113,277 | 733 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $98,060 | 654 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $100,079 | 666 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $118,188 | 703 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $92,596 | 700 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $84,502 | 668 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $82,800 | 625 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $204,305 | 1,541 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $194,300 | 1,525 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $239,679 | 2,025 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $152,047 | 1,297 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $146,887 | 1,300 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||