Position in SRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$556
New position
Shares Held
6
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,266
of 1,283 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $1,186 across 2 Utilities - Diversified names. SRE ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
|
43 | $630 | |
| 2 | SRE |
Sempra
This page
|
6 | $556 |
All Filings in SRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556 | 6 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||