Position in SRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,565,784
+$1,869,290 QoQ
Shares Held
81,607
+39.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 1,283 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $24,954,706 across 4 Utilities - Diversified names. SRE ranks #2 (30.3% of the industry book) .
All Filings in SRE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,565,784 | 81,607 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,696,494 | 58,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,264,053 | 48,296 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,644,062 | 29,385 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,863,045 | 37,786 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,643,673 | 37,047 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,168,701 | 24,723 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $2,279,335 | 27,255 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,046,736 | 13,762 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||