Position in SRE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,336,883
-$45,510 QoQ
Shares Held
79,138
+4.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#279
of 1,283 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $9,738,060 across 4 Utilities - Diversified names. SRE ranks #1 (75.3% of the industry book) .
All Filings in SRE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,336,883 | 79,138 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,382,393 | 75,974 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,952,749 | 78,749 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,433,067 | 82,608 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,750,500 | 89,092 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,316,858 | 88,521 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,636,823 | 98,459 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,441,277 | 100,936 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,742,375 | 101,793 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,079,995 | 98,566 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,427,713 | 99,394 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,031,716 | 103,362 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,654,248 | 52,574 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $7,793,809 | 51,560 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,685,148 | 56,200 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $8,371,899 | 55,835 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $8,431,649 | 56,110 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,972,037 | 59,315 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,795,524 | 58,932 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||