Position in SRE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$480,423
+$41,604 QoQ
Shares Held
5,182
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#698
of 1,280 holders
Holding Since
Mar 2026
2 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 WEALTH MANAGEMENT, 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
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,423 | 5,182 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $438,819 | 4,516 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||