Position in SRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$618,561
+$383,073 QoQ
Shares Held
6,672
+102.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#641
of 1,280 holders
Holding Since
Dec 2024
3 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, 2026R Squared Ltd holds $783,588 across 2 Utilities - Diversified names. SRE ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
6,672 | $618,561 | |
| 2 | AES |
Aes Corp
|
11,257 | $165,027 |
All Filings in SRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,561 | 6,672 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $235,488 | 3,300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $20,175 | 230 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||