Position in SRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,059
-$924 QoQ
Shares Held
33
-19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,231
of 1,280 holders
Holding Since
Dec 2024
6 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, 2026Clark Wealth Partners holds $3,645 across 2 Utilities - Diversified names. SRE ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
33 | $3,059 | |
| 2 | AES |
Aes Corp
|
40 | $586 |
All Filings in SRE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,059 | 33 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,983 | 41 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,913 | 33 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,969 | 33 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $2,500 | 33 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $3,157 | 36 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||