Position in SRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$163,633
-$19,921 QoQ
Shares Held
1,765
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,007
of 1,283 holders
Holding Since
Mar 2024
8 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, 2026MATHER GROUP, LLC. holds $577,748 across 2 Utilities - Diversified names. SRE ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
|
28,248 | $414,115 | |
| 2 | SRE |
Sempra
This page
|
1,765 | $163,633 |
All Filings in SRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,633 | 1,765 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $183,554 | 1,889 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $137,759 | 1,531 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $79,138 | 1,109 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $90,263 | 1,029 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $61,886 | 740 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $41,528 | 546 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $53,154 | 740 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||