Position in SRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$433,233
-$1,116 QoQ
Shares Held
4,673
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#725
of 1,283 holders
Holding Since
Sep 2022
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $751,662 across 2 Utilities - Diversified names. SRE ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
4,673 | $433,233 | |
| 2 | AES |
Aes Corp
|
21,721 | $318,429 |
All Filings in SRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,233 | 4,673 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $434,349 | 4,470 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $321,993 | 3,647 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $280,647 | 3,119 | Shares | Sole | 2025-10-28 | |
| 2022-09-30 | $497,350 | 3,317 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||