Position in SRE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$18,912
-$910 QoQ
Shares Held
204
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,148
of 1,280 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, 2026WOLFF WIESE MAGANA LLC holds $19,498 across 2 Utilities - Diversified names. SRE ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
204 | $18,912 | |
| 2 | AES |
Aes Corp
|
40 | $586 |
All Filings in SRE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,912 | 204 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $19,822 | 204 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $18,011 | 204 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,355 | 204 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $15,457 | 204 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $13,843 | 194 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $877 | 10 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $836 | 10 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $760 | 10 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $718 | 10 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $373 | 5 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $340 | 5 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,386 | 37 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $11,034 | 73 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $12,826 | 83 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,994 | 80 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $12,021 | 80 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,794 | 88 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,640 | 88 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $9,487 | 75 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $9,273 | 70 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $6,363 | 48 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $6,115 | 48 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||