Position in SRE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$36,156
-$6,404 QoQ
Shares Held
390
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,102
of 1,280 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $38,267 across 2 Utilities - Diversified names. SRE ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
390 | $36,156 | |
| 2 | AES |
Aes Corp
|
144 | $2,111 |
All Filings in SRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,156 | 390 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $42,560 | 438 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $41,143 | 466 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $57,317 | 637 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $48,568 | 641 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $53,305 | 747 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $69,298 | 790 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $67,322 | 805 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $63,738 | 838 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $59,690 | 831 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $57,018 | 763 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||