Position in SRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,165,457
-$417,830 QoQ
Shares Held
12,571
-22.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#514
of 1,283 holders
Holding Since
Dec 2022
15 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, 2026Meeder Advisory Services, Inc. holds $1,765,766 across 3 Utilities - Diversified names. SRE ranks #1 (66.0% of the industry book) .
All Filings in SRE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,457 | 12,571 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,583,287 | 16,294 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,342,184 | 15,202 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,169,560 | 12,998 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $938,259 | 12,383 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $806,653 | 11,304 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $998,516 | 11,383 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,012,759 | 12,110 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $865,638 | 11,381 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $597,338 | 8,316 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $662,033 | 8,859 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $555,737 | 8,169 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $739,888 | 5,082 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $790,717 | 5,231 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $990,601 | 6,410 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||