Position in SRE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$281,560
-$144,919 QoQ
Shares Held
3,037
-30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#861
of 1,283 holders
Holding Since
Mar 2020
26 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, 2026SeaCrest Wealth Management, LLC holds $572,619 across 2 Utilities - Diversified names. SRE ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
|
19,854 | $291,059 | |
| 2 | SRE |
Sempra
This page
|
3,037 | $281,560 |
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,560 | 3,037 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $426,479 | 4,389 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $387,416 | 4,388 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $393,392 | 4,372 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $329,675 | 4,351 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $277,233 | 3,885 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $348,862 | 3,977 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $332,847 | 3,980 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $288,571 | 3,794 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $261,964 | 3,647 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $510,704 | 6,834 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $484,237 | 7,118 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $519,756 | 3,570 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $538,431 | 3,562 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $544,289 | 3,522 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,427,128 | 9,518 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $527,898 | 3,513 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $589,933 | 3,509 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $462,583 | 3,497 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $441,611 | 3,491 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $461,825 | 3,486 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $458,726 | 3,460 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $443,004 | 3,477 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $417,574 | 3,528 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $423,200 | 3,610 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $404,165 | 3,577 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||