Position in SRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,059
-$147 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,233
of 1,283 holders
Holding Since
Mar 2020
14 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, 2026Truvestments Capital LLC holds $32,522 across 3 Utilities - Diversified names. SRE ranks #3 (9.4% of the industry book) .
All Filings in SRE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,059 | 33 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,206 | 33 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,178 | 36 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,969 | 33 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,424 | 32 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,283 | 32 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,807 | 32 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,676 | 32 | Shares | Sole | 2024-11-13 | |
| 2022-12-31 | $3,554 | 23 | Shares | Sole | 2023-02-14 | |
| 2021-03-31 | $66,290 | 500 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $63,705 | 500 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $59,180 | 500 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $58,615 | 500 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $56,495 | 500 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||