Position in SRE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,800
+$893 QoQ
Shares Held
192
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,156
of 1,280 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $53,501 across 4 Utilities - Diversified names. SRE ranks #2 (33.3% of the industry book) .
All Filings in SRE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,800 | 192 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,907 | 174 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,266 | 37 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,779 | 42 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,182 | 42 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,283 | 32 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,807 | 32 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,588 | 19 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,445 | 19 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,005 | 14 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $597 | 8 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $544 | 8 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $582 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $604 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $618 | 4 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||