Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$406,162
-$268,197 QoQ
Shares Held
4,381
-36.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#742
of 1,283 holders
Holding Since
Dec 2024
7 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, 2026World Investment Advisors holds $1,038,487 across 3 Utilities - Diversified names. SRE ranks #1 (39.1% of the industry book) .
All Filings in SRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,162 | 4,381 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $674,359 | 6,940 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $594,544 | 6,734 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $334,544 | 3,718 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $276,029 | 3,643 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $315,053 | 4,415 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $322,457 | 3,676 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||