Position in SRE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$372,694
-$17,929 QoQ
Shares Held
4,020
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#775
of 1,283 holders
Holding Since
Dec 2020
23 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, 2026Signature Wealth Management Partners, LLC holds $682,300 across 2 Utilities - Diversified names. SRE ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
4,020 | $372,694 | |
| 2 | UTL |
Unitil Corp
|
5,876 | $309,606 |
All Filings in SRE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,694 | 4,020 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $390,623 | 4,020 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $354,925 | 4,020 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $361,719 | 4,020 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $304,595 | 4,020 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $286,867 | 4,020 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $352,634 | 4,020 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $336,192 | 4,020 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $305,761 | 4,020 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $288,756 | 4,020 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $300,414 | 4,020 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $273,480 | 4,020 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $292,635 | 2,010 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $303,831 | 2,010 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $315,261 | 2,040 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $313,374 | 2,090 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $352,383 | 2,345 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $413,575 | 2,460 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $325,408 | 2,460 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $311,190 | 2,460 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $325,900 | 2,460 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $326,146 | 2,460 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $313,428 | 2,460 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||