Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,159,030
-$66,163 QoQ
Shares Held
23,288
+1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#419
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, 2026Mutual Advisors, LLC holds $3,291,089 across 2 Utilities - Diversified names. SRE ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
23,288 | $2,159,030 | |
| 2 | AES |
Aes Corp
|
77,221 | $1,132,059 |
All Filings in SRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,159,030 | 23,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,225,193 | 22,900 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,858,063 | 21,045 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,916,933 | 21,304 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,712,174 | 22,597 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,441,543 | 20,201 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,910,190 | 21,776 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,790,685 | 21,412 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,663,051 | 21,865 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,537,377 | 21,403 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,554,234 | 20,798 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,418,901 | 20,857 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,514,281 | 10,401 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,452,949 | 9,612 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,345,888 | 8,709 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,325,319 | 8,839 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,270,232 | 8,453 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,547,712 | 9,206 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,181,128 | 8,929 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $975,188 | 7,709 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $955,843 | 7,215 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $880,066 | 6,638 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $686,867 | 5,391 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $620,679 | 5,244 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $413,352 | 3,526 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $288,689 | 2,555 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||