Position in SRE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$163,632
-$7,872 QoQ
Shares Held
1,765
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,008
of 1,283 holders
Holding Since
Jun 2024
9 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, 2026Cromwell Holdings LLC holds $201,205 across 2 Utilities - Diversified names. SRE ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
1,765 | $163,632 | |
| 2 | AES |
Aes Corp
|
2,563 | $37,573 |
All Filings in SRE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,632 | 1,765 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $171,504 | 1,765 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $155,831 | 1,765 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $158,814 | 1,765 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $133,734 | 1,765 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $144,575 | 2,026 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $177,720 | 2,026 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $169,434 | 2,026 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $154,097 | 2,026 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||