Position in SRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$704,596
+$182,211 QoQ
Shares Held
7,600
+41.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#612
of 1,283 holders
Holding Since
Mar 2020
5 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, 2026AlphaCore Capital LLC holds $1,181,051 across 3 Utilities - Diversified names. SRE ranks #1 (59.7% of the industry book) .
All Filings in SRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,596 | 7,600 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $522,385 | 5,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $440,831 | 4,993 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $98,348 | 1,093 | Shares | Sole | 2025-11-12 | |
| 2020-03-31 | $59,997 | 531 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||