Position in SRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,395
-$683 QoQ
Shares Held
371
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,108
of 1,283 holders
Holding Since
Mar 2022
18 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, 2026Bogart Wealth, LLC holds $60,553 across 3 Utilities - Diversified names. SRE ranks #1 (56.8% of the industry book) .
All Filings in SRE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,395 | 371 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $35,078 | 361 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $29,400 | 333 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $24,744 | 275 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $33,641 | 444 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,196 | 255 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $21,052 | 240 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $20,071 | 240 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $18,254 | 240 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $17,239 | 240 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $17,935 | 240 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $16,327 | 240 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $17,470 | 120 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $18,139 | 120 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $19,317 | 125 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $17,992 | 120 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $18,032 | 120 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $20,174 | 120 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||