Position in SRE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$573,411
-$116,981 QoQ
Shares Held
6,185
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#659
of 1,283 holders
Holding Since
Dec 2024
7 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, 2026Byrne Asset Management LLC holds $596,427 across 2 Utilities - Diversified names. SRE ranks #1 (96.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
6,185 | $573,411 | |
| 2 | AES |
Aes Corp
|
1,570 | $23,016 |
All Filings in SRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,411 | 6,185 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $690,392 | 7,105 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $619,795 | 7,020 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $622,661 | 6,920 | Principal | Sole | 2025-10-22 | |
| 2025-06-30 | $517,887 | 6,835 | Principal | Sole | 2025-07-09 | |
| 2025-03-31 | $280,444 | 3,930 | Principal | Sole | 2025-04-16 | |
| 2024-12-31 | $4,210 | 48 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||