Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,775,025
-$163,127 QoQ
Shares Held
19,146
-4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#454
of 1,283 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $2,626,311 across 3 Utilities - Diversified names. SRE ranks #1 (67.6% of the industry book) .
All Filings in SRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,775,025 | 19,146 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,938,152 | 19,946 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,742,756 | 19,739 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||