Position in SRE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$36,620
+$18,838 QoQ
Shares Held
395
+115.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,102
of 1,283 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, 2026Fortitude Family Office, LLC holds $54,855 across 4 Utilities - Diversified names. SRE ranks #1 (66.8% 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 | $36,620 | 395 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $17,782 | 183 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,504 | 85 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,908 | 99 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,501 | 99 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,921 | 97 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,386 | 107 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $8,112 | 97 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,377 | 97 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,171 | 72 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,099 | 95 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||