Position in SRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$174,572
-$28,610 QoQ
Shares Held
1,883
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,000
of 1,283 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $224,046 across 4 Utilities - Diversified names. SRE ranks #1 (77.9% of the industry book) .
All Filings in SRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,572 | 1,883 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $203,182 | 2,091 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $190,618 | 2,159 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $184,638 | 2,052 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $933,107 | 12,315 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $520,928 | 7,300 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,488,783 | 16,972 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,410,336 | 16,864 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,037,306 | 13,638 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $655,592 | 9,127 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $684,825 | 9,164 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $658,258 | 9,676 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $482,630 | 3,315 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $492,176 | 3,256 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,243,428 | 8,046 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,207,466 | 8,053 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,210,274 | 8,054 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,408,173 | 8,376 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $751,482 | 5,681 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $723,706 | 5,721 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $754,738 | 5,697 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $780,631 | 5,888 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $856,959 | 6,726 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $831,242 | 7,023 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $869,729 | 7,419 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $832,623 | 7,369 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||