Position in SRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,316
-$30,433 QoQ
Shares Held
176
-68.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,160
of 1,283 holders
Holding Since
Sep 2020
8 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, 2026Crewe Advisors LLC holds $54,549 across 3 Utilities - Diversified names. SRE ranks #2 (29.9% of the industry book) .
All Filings in SRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,316 | 176 | Shares | Sole | 2026-07-24 | |
| 2024-09-30 | $46,749 | 559 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $42,061 | 553 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $47,551 | 662 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $4,636 | 30 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $19,792 | 132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,374 | 89 | Shares | Sole | 2022-08-02 | |
| 2020-09-30 | $2,130 | 18 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||