Position in SRE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,431,222
+$306,022 QoQ
Shares Held
26,224
+19.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#405
of 1,283 holders
Holding Since
Jun 2023
12 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, 2026Merit Financial Group, LLC holds $3,646,422 across 3 Utilities - Diversified names. SRE ranks #1 (66.7% of the industry book) .
All Filings in SRE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,431,222 | 26,224 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,125,200 | 21,871 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,264,751 | 14,325 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,086,506 | 12,075 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $872,567 | 11,516 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $792,595 | 11,107 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $359,213 | 4,095 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $251,074 | 3,301 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $321,582 | 4,477 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $350,857 | 4,695 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $284,093 | 4,176 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $349,124 | 2,398 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||