Position in SRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,854
+$786 QoQ
Shares Held
20
+81.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,246
of 1,280 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, 2026HFM Investment Advisors, LLC holds $2,506 across 3 Utilities - Diversified names. SRE ranks #1 (74.0% 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 | $1,854 | 20 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,068 | 11 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,562 | 63 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $809 | 9 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $606 | 8 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $214 | 3 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||