Position in SRE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$118,651,566
+$14,099,873 QoQ
Shares Held
1,221,072
+3.1% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026Empower Advisory Group, LLC holds $121,165,723 across 3 Utilities - Diversified names. SRE ranks #1 (97.9% of the industry book) .
All Filings in SRE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,651,566 | 1,221,072 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $104,551,693 | 1,184,185 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $105,836,005 | 1,176,217 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $86,797,035 | 1,145,533 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $77,119,465 | 1,080,710 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $93,956,102 | 1,071,091 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $87,332,300 | 1,044,270 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $77,340,165 | 1,016,831 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $71,798,538 | 999,562 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $71,373,053 | 955,079 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $64,870,686 | 953,560 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $33,852,004 | 465,032 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $34,611,180 | 457,941 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||