Position in SRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,220,125
-$130,707 QoQ
Shares Held
23,947
-1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#416
of 1,283 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $5,698,845 across 4 Utilities - Diversified names. SRE ranks #2 (39.0% of the industry book) .
All Filings in SRE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,220,125 | 23,947 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,350,832 | 24,193 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,812,328 | 20,527 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,725,275 | 19,174 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,283,770 | 16,943 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,193,586 | 100,807 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,972,878 | 102,290 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,282,214 | 15,332 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,074,194 | 14,123 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $7,490,359 | 104,279 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,218,842 | 96,599 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $546,212 | 8,029 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $539,555 | 3,706 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $515,304 | 3,409 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $413,239 | 2,674 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $253,398 | 1,690 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $237,426 | 1,580 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $258,232 | 1,536 | Shares | Sole | 2022-05-17 | |
| 2021-09-30 | $215,682 | 1,705 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $219,916 | 1,660 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $210,006 | 1,584 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $205,767 | 1,615 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $203,342 | 1,718 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||