Position in SRE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,896,912
+$1,264,430 QoQ
Shares Held
63,606
+33.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#307
of 1,280 holders
Holding Since
Dec 2025
3 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, 2026FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. holds $5,898,378 across 2 Utilities - Diversified names. SRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
63,606 | $5,896,912 | |
| 2 | AES |
Aes Corp
|
100 | $1,466 |
All Filings in SRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,896,912 | 63,606 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $4,632,482 | 47,674 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,288,890 | 37,251 | Shares | Defined | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||