Position in SRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$27,164
-$1,426,304 QoQ
Shares Held
293
-98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,121
of 1,283 holders
Holding Since
Dec 2025
3 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, 2026TOUNJIAN ADVISORY PARTNERS, LLC holds $27,295 across 2 Utilities - Diversified names. SRE ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
293 | $27,164 | |
| 2 | AES |
Aes Corp
|
9 | $131 |
All Filings in SRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,164 | 293 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,453,468 | 14,958 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,375,381 | 15,578 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||