Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,158
+$386 QoQ
Shares Held
88
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,197
of 1,280 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Synergy Investment Management, LLC holds $9,887 across 2 Utilities - Diversified names. SRE ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
88 | $8,158 | |
| 2 | AES |
Aes Corp
|
118 | $1,729 |
All Filings in SRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,158 | 88 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $7,772 | 80 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,139 | 44 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $28,684 | 327 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||