Position in SRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$67,029
New position
Shares Held
723
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,064
of 1,283 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $67,322 across 2 Utilities - Diversified names. SRE ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
723 | $67,029 | |
| 2 | AES |
Aes Corp
|
20 | $293 |
All Filings in SRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,029 | 723 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||