Position in SRE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$168,917
-$9,001 QoQ
Shares Held
1,822
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,004
of 1,280 holders
Holding Since
Mar 2020
26 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, 2026AdvisorNet Financial, Inc holds $1,210,098 across 4 Utilities - Diversified names. SRE ranks #2 (14.0% of the industry book) .
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,917 | 1,822 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $177,918 | 1,831 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $160,952 | 1,823 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $158,094 | 1,757 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $129,945 | 1,715 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $101,545 | 1,423 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $59,474 | 678 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $64,144 | 767 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $50,427 | 663 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $48,485 | 675 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $44,838 | 600 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $30,341 | 446 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $46,734 | 321 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $56,685 | 375 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $190,856 | 1,235 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $185,775 | 1,239 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $185,883 | 1,237 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $168,624 | 1,003 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $129,634 | 980 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $109,422 | 865 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $114,595 | 865 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $108,052 | 815 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $103,839 | 815 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $96,463 | 815 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $100,348 | 856 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $125,644 | 1,112 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||