Position in SRE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$436,664
-$1,864 QoQ
Shares Held
4,710
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#721
of 1,283 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026CIDEL ASSET MANAGEMENT INC holds $811,961 across 3 Utilities - Diversified names. SRE ranks #1 (53.8% of the industry book) .
All Filings in SRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,664 | 4,710 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $438,528 | 4,513 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $323,229 | 3,661 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $329,416 | 3,661 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $255,572 | 3,373 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $240,697 | 3,373 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $295,879 | 3,373 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $282,083 | 3,373 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $256,550 | 3,373 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $231,939 | 3,229 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $216,941 | 2,903 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||