Position in SRE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$619,944
+$54,447 QoQ
Shares Held
6,380
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Sunbelt Securities, Inc. holds $667,477 across 4 Utilities - Diversified names. SRE ranks #1 (92.9% of the industry book) .
All Filings in SRE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $619,944 | 6,380 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $565,497 | 6,405 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $584,510 | 6,496 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $488,186 | 6,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $456,418 | 6,396 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $565,179 | 6,443 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $544,431 | 6,510 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $509,830 | 6,703 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $479,537 | 6,676 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $321,637 | 4,304 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $290,352 | 4,268 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $306,758 | 2,107 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $310,784 | 2,056 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||