Position in SRE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$404,771
-$19,473 QoQ
Shares Held
4,366
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#743
of 1,283 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $411,910 across 2 Utilities - Diversified names. SRE ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
4,366 | $404,771 | |
| 2 | AES |
Aes Corp
|
487 | $7,139 |
All Filings in SRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,771 | 4,366 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $424,244 | 4,366 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $384,149 | 4,351 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $390,333 | 4,338 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||