Position in SRE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,012
+$684 QoQ
Shares Held
108
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,184
of 1,278 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, 2026Sachetta, LLC holds $19,197 across 3 Utilities - Diversified names. SRE ranks #1 (52.2% 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 | $10,012 | 108 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $9,328 | 96 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $7,857 | 89 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $8,008 | 89 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $4,773 | 63 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $2,640 | 37 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $9,561 | 109 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $9,115 | 109 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $8,290 | 109 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $2,657 | 37 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $2,765 | 37 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||