Position in SRE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$52,082
+$10,233 QoQ
Shares Held
536
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 14%
Shared 86%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026First Command Advisory Services, Inc. holds $167,039 across 3 Utilities - Diversified names. SRE ranks #2 (31.2% of the industry book) .
All Filings in SRE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,082 | 536 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $41,849 | 474 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,992 | 400 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $30,308 | 400 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $30,470 | 427 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $35,088 | 400 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $127,619 | 1,526 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $116,067 | 1,526 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $109,612 | 1,526 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $114,037 | 1,526 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $103,813 | 1,526 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | — | 26 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||