Position in SRE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$40,606
-$399 QoQ
Shares Held
438
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,093
of 1,283 holders
Holding Since
Sep 2022
16 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $41,852 across 2 Utilities - Diversified names. SRE ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
438 | $40,606 | |
| 2 | AES |
Aes Corp
|
85 | $1,246 |
All Filings in SRE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,606 | 438 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $41,005 | 422 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $14,744 | 167 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $14,936 | 166 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,077 | 133 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,424 | 62 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,157 | 93 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $5,519 | 66 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,726 | 49 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $3,160 | 44 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $3,288 | 44 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $2,993 | 44 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $3,202 | 22 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $3,325 | 22 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $3,399 | 22 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $3,298 | 22 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||