Position in SRE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$34,302
+$99 QoQ
Shares Held
370
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,109
of 1,283 holders
Holding Since
Mar 2024
8 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, 2026LRI Investments, LLC holds $34,934 across 3 Utilities - Diversified names. SRE ranks #1 (98.2% of the industry book) .
All Filings in SRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,302 | 370 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $34,203 | 352 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $15,097 | 171 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $11,274 | 158 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $38,859 | 443 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,047 | 443 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $12,017 | 158 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $11,349 | 158 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||