Position in SRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,912
+$450 QoQ
Shares Held
204
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,150
of 1,283 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $27,373 across 3 Utilities - Diversified names. SRE ranks #1 (69.1% of the industry book) .
All Filings in SRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,912 | 204 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,462 | 190 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,888 | 112 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||