Position in SRE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$150,710
+$9,358 QoQ
Shares Held
1,551
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Parkside Financial Bank & Trust holds $203,809 across 4 Utilities - Diversified names. SRE ranks #1 (73.9% of the industry book) .
All Filings in SRE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,710 | 1,551 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $141,352 | 1,601 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $138,208 | 1,536 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $116,457 | 1,537 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $81,350 | 1,140 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $101,140 | 1,153 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $81,121 | 970 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $74,309 | 977 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $66,513 | 926 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $71,889 | 962 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $72,043 | 1,059 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $70,611 | 485 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $66,509 | 440 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $71,088 | 460 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $55,927 | 373 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $57,102 | 380 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $61,531 | 366 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $43,387 | 328 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $45,539 | 360 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $42,658 | 322 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $40,834 | 308 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $38,987 | 306 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $33,495 | 283 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $33,293 | 284 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $29,942 | 265 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||