Position in SRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,065
New position
Shares Held
87
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,199
of 1,280 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Planning Strategies Inc. holds $8,211 across 2 Utilities - Diversified names. SRE ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
87 | $8,065 | |
| 2 | AES |
Aes Corp
|
10 | $146 |
All Filings in SRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,065 | 87 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||