Position in SRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$849,848
+$526,089 QoQ
Shares Held
8,746
+138.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026IEQ CAPITAL, LLC holds $2,896,385 across 2 Utilities - Diversified names. SRE ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
|
50,985 | $2,046,537 | |
| 2 | SRE |
Sempra
This page
|
8,746 | $849,848 |
All Filings in SRE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $849,848 | 8,746 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $323,759 | 3,667 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $325,367 | 3,616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $372,712 | 4,919 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $368,288 | 5,161 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $626,934 | 7,147 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,519,306 | 18,167 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,566,075 | 20,590 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,203,080 | 16,749 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,202,106 | 16,086 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,019,701 | 14,989 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | — | 7,250 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | — | 6,906 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | — | 6,663 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | — | 6,035 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | — | 3,330 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | — | 2,995 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | — | 2,485 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | — | 2,914 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | — | 1,717 | Shares | Other | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||