Position in SRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$26,700
-$1,284 QoQ
Shares Held
288
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,121
of 1,280 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $71,500 across 2 Utilities - Diversified names. SRE ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
|
3,056 | $44,800 | |
| 2 | SRE |
Sempra
This page
|
288 | $26,700 |
All Filings in SRE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,700 | 288 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,984 | 288 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,957 | 294 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,454 | 294 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $22,276 | 294 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $22,692 | 318 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||