Position in SRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,469
-$264 QoQ
Shares Held
59
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,214
of 1,280 holders
Holding Since
Jun 2023
13 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $7,096 across 2 Utilities - Diversified names. SRE ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
59 | $5,469 | |
| 2 | AES |
Aes Corp
|
111 | $1,627 |
All Filings in SRE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,469 | 59 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,733 | 59 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,209 | 59 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,308 | 59 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,470 | 59 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,994 | 84 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,368 | 84 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,024 | 84 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,389 | 84 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,033 | 84 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,932 | 66 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,489 | 66 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,804 | 33 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||