Position in SRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,284
-$546 QoQ
Shares Held
57
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,216
of 1,280 holders
Holding Since
Dec 2023
11 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, 2026Dunhill Financial, LLC holds $143,601 across 3 Utilities - Diversified names. SRE ranks #2 (3.7% of the industry book) .
All Filings in SRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,284 | 57 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,830 | 60 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,297 | 60 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,678 | 52 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,940 | 52 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,347 | 145 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $13,772 | 157 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,453 | 125 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,563 | 60 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,447 | 48 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,989 | 40 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||