Position in SRE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$55,069
+$7,068 QoQ
Shares Held
594
+20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,078
of 1,283 holders
Holding Since
Mar 2022
18 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, 2026GHP Investment Advisors, Inc. holds $68,988 across 3 Utilities - Diversified names. SRE ranks #1 (79.8% of the industry book) .
All Filings in SRE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,069 | 594 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $48,001 | 494 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $148,150 | 1,678 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $150,986 | 1,678 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $127,142 | 1,678 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $63,795 | 894 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $78,421 | 894 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $74,765 | 894 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $67,997 | 894 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $35,484 | 494 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $36,916 | 494 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $44,763 | 658 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $46,297 | 318 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,336 | 247 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $38,171 | 247 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $37,035 | 247 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,116 | 247 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $41,525 | 247 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||