Position in SRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,111,129
-$32,756 QoQ
Shares Held
11,985
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#529
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Parallel Advisors, LLC holds $1,581,388 across 6 Utilities - Diversified names. SRE ranks #1 (70.3% of the industry book) .
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,111,129 | 11,985 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,143,885 | 11,772 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $966,863 | 10,951 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $995,538 | 11,064 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $826,423 | 10,907 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $614,266 | 8,608 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $916,849 | 10,452 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $858,211 | 10,262 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $809,126 | 10,638 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $651,138 | 9,065 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $691,999 | 9,260 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $644,584 | 9,475 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $692,717 | 4,758 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $681,429 | 4,508 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $694,657 | 4,495 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $655,087 | 4,369 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $606,489 | 4,036 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $698,706 | 4,156 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $526,871 | 3,983 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $547,112 | 4,325 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $531,112 | 4,009 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $488,292 | 3,683 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $382,739 | 3,004 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $391,889 | 3,311 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $326,368 | 2,784 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $152,197 | 1,347 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||