Position in SRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,403,087
+$516,799 QoQ
Shares Held
35,022
+7.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $105,281,016 across 2 Utilities - Diversified names. SRE ranks #2 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
|
2,538,065 | $101,877,929 | |
| 2 | SRE |
Sempra
This page
|
35,022 | $3,403,087 |
All Filings in SRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,403,087 | 35,022 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,886,288 | 32,691 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||