Position in SRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,337
-$161 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,229
of 1,283 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $3,337 across 1 Utilities - Diversified name. SRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
36 | $3,337 |
All Filings in SRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,337 | 36 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,498 | 36 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,032 | 57 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||