Position in SRE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$27,998
-$1,250 QoQ
Shares Held
302
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,115
of 1,283 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, 2026Ares Financial Consulting, LLC holds $34,498 across 3 Utilities - Diversified names. SRE ranks #1 (81.2% 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 | $27,998 | 302 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $29,248 | 301 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $26,487 | 300 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||