Position in SRE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,847
-$230 QoQ
Shares Held
117
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,185
of 1,283 holders
Holding Since
Sep 2022
16 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, 2026Avion Wealth holds $13,384 across 4 Utilities - Diversified names. SRE ranks #1 (81.0% of the industry book) .
All Filings in SRE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,847 | 117 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $11,077 | 114 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,299 | 94 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,087 | 101 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,652 | 101 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,422 | 90 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7 | 90 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,024 | 84 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5 | 78 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6 | 70 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,231 | 70 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,537 | 52 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3 | 24 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2 | 15 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1 | 10 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,499 | 10 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||