Position in SRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,861,248
-$578,424 QoQ
Shares Held
52,435
-6.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#323
of 1,280 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026HUNTINGTON NATIONAL BANK holds $5,713,761 across 5 Utilities - Diversified names. SRE ranks #1 (85.1% 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 | $4,861,248 | 52,435 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,439,672 | 55,981 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,007,013 | 56,711 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $5,053,006 | 56,157 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,355,258 | 57,480 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $4,494,250 | 62,980 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,653,386 | 75,848 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,404,050 | 76,576 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $5,844,373 | 76,839 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $5,690,947 | 79,228 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $6,102,227 | 81,657 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $5,674,585 | 83,413 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $6,189,758 | 42,515 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,663,283 | 44,081 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $7,000,660 | 45,300 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $6,785,683 | 45,256 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $6,797,763 | 45,237 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $7,696,364 | 45,779 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $6,200,888 | 46,877 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $5,924,879 | 46,837 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $6,711,038 | 50,657 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $7,002,742 | 52,819 | Shares | Defined | 2021-04-12 | |
| 2020-12-31 | $6,989,074 | 54,855 | Shares | Defined | 2021-01-11 | |
| 2020-09-30 | $6,786,642 | 57,339 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $7,319,136 | 62,434 | Shares | Defined | 2020-07-30 | |
| 2020-03-31 | $8,043,079 | 71,184 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||