Position in SRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,416
+$3,821 QoQ
Shares Held
80
+116.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,208
of 1,283 holders
Holding Since
Jun 2021
20 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, 2026ATLAS CAPITAL ADVISORS INC. holds $755,760 across 4 Utilities - Diversified names. SRE ranks #4 (1.0% of the industry book) .
All Filings in SRE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,416 | 80 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,595 | 37 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,236 | 14 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,060 | 14 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $999 | 14 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,228 | 14 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,170 | 14 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,064 | 14 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,005 | 14 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,046 | 14 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $952 | 14 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,019 | 7 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,058 | 7 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,081 | 7 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $39,884 | 266 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $39,671 | 264 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,707 | 28 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $925 | 7 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $885 | 7 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $927 | 7 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||