Position in SRE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$30,900
-$4,945 QoQ
Shares Held
318
-21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 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 Mar 31, 2026Salomon & Ludwin, LLC holds $141,398 across 6 Utilities - Diversified names. SRE ranks #2 (21.9% of the industry book) .
All Filings in SRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,900 | 318 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $35,845 | 406 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,345 | 215 | Shares | Sole | 2025-10-21 | |
| 2024-03-31 | $43,816 | 610 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||