Position in SRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$65,360
-$3,533 QoQ
Shares Held
705
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,066
of 1,283 holders
Holding Since
Dec 2020
23 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, 2026Manchester Capital Management LLC holds $72,939 across 3 Utilities - Diversified names. SRE ranks #1 (89.6% of the industry book) .
All Filings in SRE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,360 | 705 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $68,893 | 709 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $62,597 | 709 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $64,695 | 719 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,644 | 642 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $36,821 | 516 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $56,228 | 641 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $53,606 | 641 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $42,213 | 555 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,747 | 261 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,031 | 161 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,442 | 80 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $11,647 | 80 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,092 | 80 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,435 | 74 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,598 | 24 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,606 | 24 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,849 | 11 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,455 | 11 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,897 | 15 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,987 | 15 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,988 | 15 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $509 | 4 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||