Position in SRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,145
+$485 QoQ
Shares Held
131
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,179
of 1,283 holders
Holding Since
Dec 2024
7 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, 2026Millstone Evans Group, LLC holds $13,742 across 2 Utilities - Diversified names. SRE ranks #1 (88.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
131 | $12,145 | |
| 2 | AES |
Aes Corp
|
109 | $1,597 |
All Filings in SRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,145 | 131 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,660 | 120 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,594 | 120 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,797 | 120 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,092 | 120 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,563 | 120 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,526 | 120 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||