Position in SRE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,244
+$2,759 QoQ
Shares Held
35
+600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,227
of 1,280 holders
Holding Since
Dec 2024
7 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, 2026Strategic Investment Solutions, Inc. /IL holds $5,780 across 2 Utilities - Diversified names. SRE ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
35 | $3,244 | |
| 2 | AES |
Aes Corp
|
173 | $2,536 |
All Filings in SRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,244 | 35 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $485 | 5 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,621 | 75 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $6,748 | 75 | Shares | Sole | 2025-12-03 | |
| 2025-06-30 | $5,682 | 75 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,352 | 75 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,579 | 75 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||