Position in SRE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$41,997
-$2,215 QoQ
Shares Held
453
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,091
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $51,514 across 4 Utilities - Diversified names. SRE ranks #1 (81.5% 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 | $41,997 | 453 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $44,212 | 455 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $39,289 | 445 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $41,840 | 465 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $42,128 | 556 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $39,676 | 556 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $48,772 | 556 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $38,135 | 456 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $34,683 | 456 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $31,317 | 436 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $32,582 | 436 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $29,661 | 436 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $45,569 | 313 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $47,313 | 313 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $48,371 | 313 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $90,413 | 603 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $78,591 | 523 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $87,926 | 523 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $75,796 | 573 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $71,599 | 566 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $74,321 | 561 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $73,316 | 553 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $76,828 | 603 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $71,371 | 603 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $69,751 | 595 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $66,664 | 590 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||