Position in SRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,534,721
-$90,155 QoQ
Shares Held
16,554
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#474
of 1,283 holders
Holding Since
Mar 2020
26 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, 2026WEDBUSH SECURITIES INC holds $1,771,933 across 3 Utilities - Diversified names. SRE ranks #1 (86.6% 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 | $1,534,721 | 16,554 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,624,876 | 16,722 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,037,142 | 11,747 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,054,565 | 11,720 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $890,979 | 11,759 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,243,091 | 17,420 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,554,661 | 17,723 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,581,108 | 18,906 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,371,855 | 31,184 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,254,097 | 31,381 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,499,382 | 20,064 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,284,270 | 18,878 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,104,591 | 7,587 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,449,322 | 9,588 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,562,090 | 10,108 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,238,654 | 8,261 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,185,179 | 7,887 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,196,341 | 7,116 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $916,964 | 6,932 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $817,316 | 6,461 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $854,496 | 6,450 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $796,540 | 6,008 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $687,376 | 5,395 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $601,268 | 5,080 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $692,243 | 5,905 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $726,864 | 6,433 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||