Position in SRE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$373,343
-$19,709 QoQ
Shares Held
4,027
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#772
of 1,285 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $380,441 across 5 Utilities - Diversified names. SRE ranks #1 (98.1% of the industry book) .
All Filings in SRE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,343 | 4,027 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $393,052 | 4,045 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $352,012 | 3,987 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $40,131 | 446 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $299,594 | 3,954 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $281,229 | 3,941 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $339,388 | 3,869 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $322,644 | 3,858 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $293,135 | 3,854 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $276,545 | 3,850 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $286,664 | 3,836 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $260,963 | 3,836 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $285,938 | 1,964 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $303,516 | 1,964 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||