Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,692
-$350,791 QoQ
Shares Held
536
-88.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,082
of 1,283 holders
Holding Since
Sep 2025
3 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, 2026IFG Advisory, LLC holds $676,646 across 3 Utilities - Diversified names. SRE ranks #2 (7.3% of the industry book) .
All Filings in SRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,692 | 536 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $400,483 | 4,536 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $345,523 | 3,840 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||