Position in SRE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,854
-$8,737 QoQ
Shares Held
20
-81.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,249
of 1,283 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Abound Wealth Management holds $2,557 across 2 Utilities - Diversified names. SRE ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
20 | $1,854 | |
| 2 | AES |
Aes Corp
|
48 | $703 |
All Filings in SRE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,854 | 20 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,591 | 109 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $6,180 | 70 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,298 | 70 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,228 | 69 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,352 | 61 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,666 | 133 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $12,209 | 146 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,256 | 148 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,912 | 138 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $10,312 | 138 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $10,476 | 154 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $9,900 | 68 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $7,104 | 47 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $7,263 | 47 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $2,099 | 14 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||