Position in SRE
as of Jun 30, 2026
· filed Aug 28, 2026
Position Value
$15,297
+$5,678 QoQ
Shares Held
165
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,162
of 1,283 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Cornerstone Financial Management LLC holds $19,683 across 4 Utilities - Diversified names. SRE ranks #1 (77.7% 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 | $15,297 | 165 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 | $9,619 | 99 | Shares | Sole | 2026-08-28 | |
| 2025-12-31 | $8,387 | 95 | Shares | Sole | 2026-08-28 | |
| No filing history on record for this holder in this stock. | ||||||