Position in SRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$717,853
-$47,166 QoQ
Shares Held
7,743
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#609
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 18%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026WHITTIER TRUST CO OF NEVADA INC holds $897,130 across 2 Utilities - Diversified names. SRE ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
7,743 | $717,853 | |
| 2 | AES |
Aes Corp
|
12,229 | $179,277 |
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,853 | 7,743 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $765,019 | 7,873 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $678,685 | 7,687 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $698,064 | 7,758 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $619,950 | 8,182 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $582,939 | 8,169 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $704,917 | 8,036 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $765,967 | 9,159 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $696,937 | 9,163 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $644,674 | 8,975 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $665,694 | 8,908 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $711,389 | 10,457 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $770,899 | 5,295 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $790,415 | 5,229 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $815,816 | 5,279 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $739,054 | 4,929 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $642,404 | 4,275 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $701,228 | 4,171 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $543,670 | 4,110 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $529,402 | 4,185 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $554,428 | 4,185 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $574,734 | 4,335 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $579,077 | 4,545 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $537,945 | 4,545 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $544,532 | 4,645 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $524,838 | 4,645 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||