Position in SRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$229,179
-$5,194,170 QoQ
Shares Held
2,472
-95.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#419
of 619 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Sterling Capital Management LLC holds $1,510,777 across 5 Utilities - Diversified names. SRE ranks #4 (15.2% of the industry book) .
All Filings in SRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,179 | 2,472 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,423,349 | 55,813 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,149,221 | 69,648 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $195,526 | 2,173 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $164,648 | 2,173 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $134,442 | 1,884 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,585,459 | 29,474 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $237,425 | 2,839 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||