Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$210,266
-$9,629 QoQ
Shares Held
2,268
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#971
of 1,280 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, 2026Basecamp Wealth Advisors LLC holds $234,121 across 3 Utilities - Diversified names. SRE ranks #1 (89.8% 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 | $210,266 | 2,268 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $219,895 | 2,263 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $199,800 | 2,263 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||