Position in SRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,523,227
-$156,090 QoQ
Shares Held
48,789
+1.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#335
of 1,280 holders
Holding Since
Mar 2020
26 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, 2026Parcion Private Wealth LLC holds $5,183,773 across 3 Utilities - Diversified names. SRE ranks #1 (87.3% of the industry book) .
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,523,227 | 48,789 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $4,679,317 | 48,156 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $4,264,406 | 48,300 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,328,217 | 48,102 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $3,628,170 | 47,884 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $3,415,431 | 47,862 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $4,118,628 | 46,952 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $3,926,594 | 46,952 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $3,571,548 | 46,957 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $3,372,562 | 46,952 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $3,508,722 | 46,952 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,194,144 | 46,952 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,417,869 | 23,476 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,549,841 | 23,484 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,633,698 | 23,513 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,519,990 | 23,476 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,527,737 | 23,476 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,934,007 | 23,400 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $3,105,404 | 23,476 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,969,714 | 23,476 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,098,442 | 23,388 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,100,781 | 23,388 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $2,979,865 | 23,388 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,768,203 | 23,388 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,806,837 | 23,943 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,712,889 | 24,010 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||