Position in SRE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$14,462
-$696 QoQ
Shares Held
156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,162
of 1,280 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $220,479 across 2 Utilities - Diversified names. SRE ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTL |
Unitil Corp
|
3,910 | $206,017 | |
| 2 | SRE |
Sempra
This page
|
156 | $14,462 |
All Filings in SRE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,462 | 156 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $15,158 | 156 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,773 | 156 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,036 | 156 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $11,820 | 156 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,132 | 156 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,684 | 156 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,046 | 156 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,865 | 156 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||