Position in SRE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$40,236
-$5,628 QoQ
Shares Held
434
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,094
of 1,283 holders
Holding Since
Dec 2021
19 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, 2026Capital Advisors, Ltd. LLC holds $83,664 across 4 Utilities - Diversified names. SRE ranks #1 (48.1% of the industry book) .
All Filings in SRE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,236 | 434 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $45,864 | 472 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $37,081 | 420 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $33,292 | 370 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $28,034 | 370 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $30,256 | 424 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $45,702 | 521 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $43,487 | 520 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $39,551 | 520 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $40,152 | 559 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $39,756 | 532 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $31,361 | 461 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $32,903 | 226 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $906 | 6 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1 | 186 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,748 | 25 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,502 | 10 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,681 | 10 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $529 | 4 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||