Position in SRE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,370
+$1,641 QoQ
Shares Held
155
+18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,165
of 1,283 holders
Holding Since
Mar 2025
6 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, 2026Physician Wealth Advisors, Inc. holds $25,849 across 5 Utilities - Diversified names. SRE ranks #1 (55.6% of the industry book) .
All Filings in SRE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,370 | 155 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,729 | 131 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,565 | 131 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $17,816 | 198 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,485 | 46 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,998 | 28 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||