Position in SRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$331,530
-$15,949 QoQ
Shares Held
3,576
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#806
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, 2026Florida Trust Wealth Management Co holds $2,053,354 across 3 Utilities - Diversified names. SRE ranks #2 (16.1% 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 | $331,530 | 3,576 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $347,479 | 3,576 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $534,506 | 6,054 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $544,738 | 6,054 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $458,711 | 6,054 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $432,013 | 6,054 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $531,056 | 6,054 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $506,295 | 6,054 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $440,311 | 5,789 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $390,324 | 5,434 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $383,663 | 5,134 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||