Position in SRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$463
+$463 QoQ
Shares Held
5
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,273
of 1,283 holders
Holding Since
Mar 2020
10 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, 2026Plante Moran Financial Advisors, LLC holds $1,468 across 3 Utilities - Diversified names. SRE ranks #3 (31.5% of the industry book) .
All Filings in SRE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463 | 5 | Shares | Sole | 2026-08-06 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2024-02-05 | |
| 2021-12-31 | $8,598 | 65 | Shares | Sole | 2022-02-09 | |
| 2021-03-31 | $5,435 | 41 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $40,898 | 321 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $37,993 | 321 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $37,630 | 321 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $33,671 | 298 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||