Position in SRE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$979,016
-$55,649 QoQ
Shares Held
10,560
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#551
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $1,180,561 across 2 Utilities - Diversified names. SRE ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
10,560 | $979,016 | |
| 2 | AES |
Aes Corp
|
13,748 | $201,545 |
All Filings in SRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $979,016 | 10,560 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,034,665 | 10,648 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $901,175 | 10,207 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $927,693 | 10,310 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $844,001 | 11,139 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $716,882 | 10,046 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $952,814 | 10,862 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $689,362 | 8,243 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $630,461 | 8,289 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $579,739 | 8,071 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $677,203 | 9,062 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $571,247 | 8,397 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $665,637 | 4,572 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $765,776 | 5,066 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $807,935 | 5,228 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $700,369 | 4,671 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $661,188 | 4,400 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $681,894 | 4,056 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $415,491 | 3,141 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $432,630 | 3,420 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $428,572 | 3,235 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $407,285 | 3,072 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $408,221 | 3,204 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $303,711 | 2,566 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $356,261 | 3,039 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $278,181 | 2,462 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||