Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$159,646
-$18,077 QoQ
Shares Held
1,722
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,010
of 1,283 holders
Holding Since
Jun 2021
21 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, 2026Deseret Mutual Benefit Administrators holds $216,072 across 2 Utilities - Diversified names. SRE ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
1,722 | $159,646 | |
| 2 | AES |
Aes Corp
|
3,849 | $56,426 |
All Filings in SRE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,646 | 1,722 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $177,723 | 1,829 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $86,082 | 975 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $87,730 | 975 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $68,344 | 902 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $64,366 | 902 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $79,123 | 902 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $75,434 | 902 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $68,606 | 902 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $57,033 | 794 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $57,990 | 776 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $61,771 | 908 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $76,725 | 527 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $79,661 | 527 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $81,442 | 527 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $152,339 | 1,016 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $194,148 | 1,292 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $217,211 | 1,292 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $191,409 | 1,447 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $167,359 | 1,323 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $216,207 | 1,632 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||