Position in SRE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,767
-$15,387 QoQ
Shares Held
73
-68.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,211
of 1,283 holders
Holding Since
Dec 2024
7 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, 2026Activest Wealth Management holds $9,347 across 2 Utilities - Diversified names. SRE ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
73 | $6,767 | |
| 2 | AES |
Aes Corp
|
176 | $2,580 |
All Filings in SRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,767 | 73 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $22,154 | 228 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $14,479 | 164 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $35,182 | 391 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,972 | 224 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,630 | 177 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||