Position in SRE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,855,970
-$899,267 QoQ
Shares Held
117,096
-3.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#225
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Ethic Inc. holds $10,855,970 across 1 Utilities - Diversified name. SRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
117,096 | $10,855,970 |
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,855,970 | 117,096 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,755,237 | 120,976 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,013,736 | 124,745 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,262,256 | 125,164 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,047,998 | 119,414 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,556,349 | 119,904 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,016,603 | 159,788 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,419,438 | 76,760 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,540,166 | 138,577 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,513,670 | 76,760 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,355,113 | 85,041 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,351,716 | 78,667 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,705,059 | 52,923 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,554,221 | 49,975 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,366,429 | 41,196 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,740,752 | 38,287 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,331,279 | 35,478 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,237,968 | 25,208 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,179,746 | 24,038 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,409,572 | 19,048 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,889,827 | 14,265 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,058,916 | 7,987 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $554,488 | 4,352 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $359,696 | 3,039 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $313,121 | 2,671 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $396,481 | 3,509 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||