Position in SRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,152
+$43 QoQ
Shares Held
34
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,232
of 1,283 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $7,640 across 4 Utilities - Diversified names. SRE ranks #2 (41.3% of the industry book) .
All Filings in SRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,152 | 34 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,109 | 32 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,207 | 25 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,069 | 23 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,439 | 19 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||