Position in SRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$480,423
+$99,276 QoQ
Shares Held
5,182
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#699
of 1,283 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Diversify Advisory Services, LLC holds $644,878 across 2 Utilities - Diversified names. SRE ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
5,182 | $480,423 | |
| 2 | AES |
Aes Corp
|
11,218 | $164,455 |
All Filings in SRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,423 | 5,182 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $381,147 | 4,317 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $549,237 | 6,104 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $800,888 | 10,570 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $834,697 | 11,697 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $235,440 | 2,684 | Shares | Sole | 2025-01-16 | |
| 2024-03-31 | $904,627 | 12,594 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||