Position in SRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$822,244
+$49,549 QoQ
Shares Held
8,869
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#583
of 1,283 holders
Holding Since
Sep 2024
7 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, 2026Vise Technologies, Inc. holds $3,073,412 across 4 Utilities - Diversified names. SRE ranks #2 (26.8% of the industry book) .
All Filings in SRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,244 | 8,869 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $772,695 | 7,952 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $702,082 | 7,952 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $631,479 | 7,018 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,148,445 | 15,157 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $433,073 | 4,937 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $232,156 | 2,776 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||