Position in SRE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$32,077
+$1,372 QoQ
Shares Held
346
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,112
of 1,283 holders
Holding Since
Dec 2020
8 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, 2026Princeton Global Asset Management LLC holds $101,845 across 4 Utilities - Diversified names. SRE ranks #2 (31.5% of the industry book) .
All Filings in SRE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,077 | 346 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $30,705 | 316 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $27,899 | 316 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $28,433 | 316 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $23,943 | 316 | Shares | Sole | 2025-07-30 | |
| 2022-03-31 | $3,698 | 22 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,910 | 22 | Shares | Sole | 2022-02-02 | |
| 2020-12-31 | $17,200 | 135 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||