Position in SRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$109,861
-$14,516 QoQ
Shares Held
1,185
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,036
of 1,283 holders
Holding Since
Mar 2025
6 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, 2026Rossby Financial, LCC holds $120,040 across 3 Utilities - Diversified names. SRE ranks #1 (91.5% of the industry book) .
All Filings in SRE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,861 | 1,185 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $124,377 | 1,280 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $104,976 | 1,189 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $97,988 | 1,089 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $81,225 | 1,072 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $102,829 | 1,441 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||