Position in SRE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,456
-$455 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,189
of 1,280 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, 2026DiNuzzo Private Wealth, Inc. holds $10,949 across 3 Utilities - Diversified names. SRE ranks #1 (86.4% of the industry book) .
All Filings in SRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,456 | 102 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $9,911 | 102 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,005 | 102 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $9,177 | 102 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,804 | 103 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,207 | 101 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $9,210 | 105 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,697 | 104 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,758 | 102 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,967 | 97 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,174 | 96 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||