Position in SRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,357
-$209 QoQ
Shares Held
47
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,224
of 1,280 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026SouthState Bank Corp holds $7,420 across 2 Utilities - Diversified names. SRE ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
47 | $4,357 | |
| 2 | AES |
Aes Corp
|
209 | $3,063 |
All Filings in SRE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,357 | 47 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $4,566 | 47 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,681 | 87 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,478 | 72 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $11,138 | 147 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $5,780 | 81 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $12,807 | 146 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $43,989 | 526 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $35,748 | 470 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $3,376 | 47 | Shares | Defined | 2024-05-06 | |
| 2022-09-30 | $3,148 | 21 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $12,923 | 86 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $3,530 | 21 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $6,480 | 49 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,542 | 28 | Shares | Defined | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||