Position in SRE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,334,467
+$1,319,600 QoQ
Shares Held
14,394
+9307.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#497
of 1,283 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Hilltop National Bank holds $1,403,280 across 4 Utilities - Diversified names. SRE ranks #1 (95.1% of the industry book) .
All Filings in SRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,467 | 14,394 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $14,867 | 153 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $13,508 | 153 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $13,766 | 153 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $11,592 | 153 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||