Position in SRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,085
+$1,409 QoQ
Shares Held
98
+24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,195
of 1,283 holders
Holding Since
Mar 2025
6 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, 2026Bay Harbor Wealth Management, LLC holds $11,070 across 3 Utilities - Diversified names. SRE ranks #1 (82.1% of the industry book) .
All Filings in SRE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,085 | 98 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $7,676 | 79 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $4,679 | 53 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $3,059 | 34 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $2,045 | 27 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,070 | 15 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||