Position in SRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,308,915
+$5,459,067 QoQ
Shares Held
68,050
+678.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#302
of 1,289 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026IEQ CAPITAL, LLC holds $14,341,571 across 4 Utilities - Diversified names. SRE ranks #1 (44.0% of the industry book) .
All Filings in SRE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,308,915 | 68,050 | Shares | Other | 2026-08-11 | |
| 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 | $1,055,527 | 7,250 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,043,910 | 6,906 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,029,700 | 6,663 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $904,887 | 6,035 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $500,399 | 3,330 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $503,519 | 2,995 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $328,715 | 2,485 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $368,620 | 2,914 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $227,468 | 1,717 | Shares | Other | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||