Position in SRE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$39,123
-$2,757 QoQ
Shares Held
422
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,094
of 1,280 holders
Holding Since
Sep 2025
4 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, 2026Transamerica Financial Advisors, LLC holds $68,072 across 3 Utilities - Diversified names. SRE ranks #1 (57.5% of the industry book) .
All Filings in SRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,123 | 422 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $41,880 | 431 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,567 | 165 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,615 | 218 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||