Position in SRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$713,124
-$85,418 QoQ
Shares Held
7,692
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#610
of 1,283 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $1,064,787 across 2 Utilities - Diversified names. SRE ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
7,692 | $713,124 | |
| 2 | AES |
Aes Corp
|
23,988 | $351,663 |
All Filings in SRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,124 | 7,692 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $798,542 | 8,218 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $736,249 | 8,339 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $717,590 | 7,975 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $510,235 | 6,734 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $538,910 | 7,552 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $899,744 | 10,257 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $798,833 | 9,552 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $687,202 | 9,035 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $485,427 | 6,758 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $281,433 | 3,766 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||