Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,261
-$3,481 QoQ
Shares Held
650
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,071
of 1,283 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $75,201 across 4 Utilities - Diversified names. SRE ranks #1 (80.1% of the industry book) .
All Filings in SRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,261 | 650 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $63,742 | 656 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $57,563 | 652 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $58,305 | 648 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $60,084 | 793 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $56,230 | 788 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $50,614 | 577 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||