Position in SRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$175,314
+$89,143 QoQ
Shares Held
1,891
+93.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#999
of 1,283 holders
Holding Since
Mar 2020
23 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, 2026TRUST CO OF VERMONT holds $333,095 across 4 Utilities - Diversified names. SRE ranks #1 (52.6% of the industry book) .
All Filings in SRE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,314 | 1,891 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $86,171 | 976 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $55,427 | 616 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $49,402 | 652 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $50,237 | 704 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $57,193 | 652 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $54,526 | 652 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $44,571 | 586 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $49,275 | 686 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $48,574 | 650 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $49,661 | 730 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $53,140 | 365 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $100,521 | 665 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $102,769 | 665 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $99,710 | 665 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $99,929 | 665 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $99,871 | 755 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $179,510 | 1,355 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $189,059 | 1,426 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $186,783 | 1,466 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $173,515 | 1,466 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $171,859 | 1,466 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $190,162 | 1,683 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||