Position in SRE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,172,317
-$9,853 QoQ
Shares Held
12,645
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#512
of 1,283 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $1,184,521 across 3 Utilities - Diversified names. SRE ranks #1 (99.0% of the industry book) .
All Filings in SRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,172,317 | 12,645 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,182,170 | 12,166 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,096,561 | 12,420 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||