Position in SRE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,529
-$119 QoQ
Shares Held
92
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,197
of 1,283 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $13,410 across 2 Utilities - Diversified names. SRE ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
92 | $8,529 | |
| 2 | AES |
Aes Corp
|
333 | $4,881 |
All Filings in SRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,529 | 92 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $8,648 | 89 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,857 | 89 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,529 | 17 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||