Position in SRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,371,671
-$263,648 QoQ
Shares Held
36,368
-2.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#369
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026M&T Bank Corp holds $5,649,279 across 3 Utilities - Diversified names. SRE ranks #1 (59.7% of the industry book) .
All Filings in SRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,371,671 | 36,368 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,635,319 | 37,412 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,338,858 | 37,817 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,901,183 | 21,129 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,249,467 | 42,886 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,818,288 | 39,494 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $3,790,989 | 43,217 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $3,170,575 | 37,912 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $2,877,269 | 37,829 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,341,366 | 32,596 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $2,684,595 | 35,924 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $2,518,397 | 37,019 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $2,787,025 | 19,143 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,859,186 | 18,915 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,842,914 | 18,396 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,625,296 | 17,509 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $2,680,062 | 17,835 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $2,296,180 | 13,658 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,669,636 | 12,622 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,468,537 | 11,609 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $1,543,918 | 11,654 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,542,035 | 11,631 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $2,369,822 | 18,600 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,172,731 | 18,357 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $2,237,448 | 19,086 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $3,016,717 | 26,699 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||