Position in SRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,317
+$180 QoQ
Shares Held
25
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,243
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, 2026Sunrise Financial Services, LLC holds $2,317 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
|
25 | $2,317 |
All Filings in SRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,317 | 25 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,137 | 22 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,942 | 22 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||