Position in SRE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$270,249
+$94,858 QoQ
Shares Held
2,915
+61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#879
of 1,283 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $426,695 across 3 Utilities - Diversified names. SRE ranks #1 (63.3% of the industry book) .
All Filings in SRE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,249 | 2,915 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $175,391 | 1,805 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $152,741 | 1,730 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $163,403 | 1,816 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $139,644 | 1,843 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $131,516 | 1,843 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $159,562 | 1,819 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $152,122 | 1,819 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $137,744 | 1,811 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $130,084 | 1,811 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $134,364 | 1,798 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $122,317 | 1,798 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $129,429 | 889 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $135,137 | 894 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $133,677 | 865 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $142,742 | 952 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $143,057 | 952 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $165,429 | 984 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $119,448 | 903 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||