Position in SRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,595
-$320 QoQ
Shares Held
28
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,239
of 1,283 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $153,572 across 3 Utilities - Diversified names. SRE ranks #3 (1.7% 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 | $2,595 | 28 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,915 | 30 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,472 | 28 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,519 | 28 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,121 | 28 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||