Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$121,820
-$5,861 QoQ
Shares Held
1,314
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,027
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, 2026Heritage Wealth Advisors holds $180,320 across 4 Utilities - Diversified names. SRE ranks #1 (67.6% of the industry book) .
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,820 | 1,314 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $127,681 | 1,314 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $167,927 | 1,902 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $183,739 | 2,042 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $154,722 | 2,042 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $145,717 | 2,042 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $183,510 | 2,092 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $174,953 | 2,092 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $155,314 | 2,042 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $146,676 | 2,042 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $152,598 | 2,042 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $138,917 | 2,042 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $148,647 | 1,021 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $154,334 | 1,021 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $157,785 | 1,021 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $174,830 | 1,166 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $175,214 | 1,166 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $196,027 | 1,166 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $207,150 | 1,566 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $198,099 | 1,566 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $207,463 | 1,566 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $207,620 | 1,566 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $199,524 | 1,566 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $121,437 | 1,026 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $120,277 | 1,026 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $115,927 | 1,026 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||