Position in SRE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,519,424
-$125,081 QoQ
Shares Held
16,389
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#477
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, 2026Beacon Pointe Advisors, LLC holds $3,062,912 across 4 Utilities - Diversified names. SRE ranks #1 (49.6% of the industry book) .
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,424 | 16,389 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,644,505 | 16,924 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,198,625 | 13,576 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,018,123 | 11,315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $893,631 | 11,794 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $876,086 | 12,277 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $943,077 | 10,751 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $831,951 | 9,948 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $849,970 | 11,175 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,056,906 | 14,714 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,417,852 | 18,973 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,577,683 | 23,191 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,529,568 | 10,506 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,060,085 | 7,013 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,008,528 | 6,526 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $461,815 | 3,080 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $443,597 | 2,952 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,214,162 | 7,222 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $345,515 | 2,612 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $324,978 | 2,569 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $397,969 | 3,004 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $328,930 | 2,481 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $253,163 | 1,987 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $214,468 | 1,812 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $271,387 | 2,315 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $477,608 | 4,227 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||