Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,847,246
+$463,449 QoQ
Shares Held
19,925
+39.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#446
of 1,288 holders
Holding Since
Dec 2024
7 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, 2026Waverly Advisors, LLC holds $4,106,866 across 3 Utilities - Diversified names. SRE ranks #1 (45.0% of the industry book) .
All Filings in SRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,847,246 | 19,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,383,797 | 14,241 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $833,810 | 9,444 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $324,017 | 3,601 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $263,300 | 3,475 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $247,262 | 3,465 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $285,791 | 3,258 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||