Position in SRE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,688
-$712 QoQ
Shares Held
29
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,236
of 1,283 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $4,445 across 3 Utilities - Diversified names. SRE ranks #1 (60.5% of the industry book) .
All Filings in SRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,688 | 29 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,400 | 35 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,059 | 12 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,079 | 12 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||