Position in SRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$59,427
+$44,075 QoQ
Shares Held
641
+305.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,074
of 1,283 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Essential Partners LLC holds $206,523 across 4 Utilities - Diversified names. SRE ranks #2 (28.8% of the industry book) .
All Filings in SRE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,427 | 641 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,352 | 158 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $13,155 | 149 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $13,407 | 149 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $9,622 | 127 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||