Position in SRE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,094,719
+$94,257 QoQ
Shares Held
11,808
+14.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#532
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, 2026Savvy Advisors, Inc. holds $1,339,448 across 3 Utilities - Diversified names. SRE ranks #1 (81.7% 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 | $1,094,719 | 11,808 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,000,462 | 10,296 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $606,022 | 6,864 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $594,857 | 6,611 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $358,770 | 4,735 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $319,978 | 4,484 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $397,283 | 4,529 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||