Position in SRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,512,070
-$123,860 QoQ
Shares Held
27,096
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#399
of 1,280 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026MidFirst Bank holds $2,662,664 across 3 Utilities - Diversified names. SRE ranks #1 (94.3% 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 | $2,512,070 | 27,096 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,635,930 | 27,127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,775,925 | 31,441 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||