Position in SRE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,297
+$1,293 QoQ
Shares Held
14
-70.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,255
of 1,283 holders
Holding Since
Jun 2023
8 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, 2026VALLEY NATIONAL ADVISERS INC holds $4,729 across 4 Utilities - Diversified names. SRE ranks #2 (27.4% of the industry book) .
All Filings in SRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,297 | 14 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4 | 48 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1 | 19 | Shares | Sole | 2026-01-23 | |
| 2024-06-30 | $10,648 | 140 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $10,415 | 145 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $15,319 | 205 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $9,184 | 135 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2 | 10 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||