Position in SRE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,770,796
-$142,266 QoQ
Shares Held
73,032
+2.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#292
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, 2026Buck Wealth Strategies, LLC holds $6,797,083 across 3 Utilities - Diversified names. SRE ranks #1 (99.6% of the industry book) .
All Filings in SRE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,770,796 | 73,032 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,913,062 | 71,144 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,106,489 | 69,164 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,041,707 | 67,145 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,942,249 | 65,227 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,142,519 | 58,051 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,477,141 | 51,039 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||