Position in SRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$982,355
+$446,949 QoQ
Shares Held
10,596
+92.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#549
of 1,280 holders
Holding Since
Sep 2023
10 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, 2026Focus Partners Advisor Solutions, LLC holds $1,274,235 across 2 Utilities - Diversified names. SRE ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
10,596 | $982,355 | |
| 2 | AES |
Aes Corp
|
19,910 | $291,880 |
All Filings in SRE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,355 | 10,596 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $535,406 | 5,510 | Shares | Other | 2026-05-13 | |
| 2025-09-30 | $414,717 | 4,609 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $425,091 | 5,957 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $256,844 | 2,928 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $265,190 | 3,171 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $311,009 | 4,089 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $258,300 | 3,596 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $202,667 | 2,712 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $235,791 | 3,466 | Shares | Other | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||