Position in SRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$21,972
+$14,976 QoQ
Shares Held
237
+229.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,137
of 1,283 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $22,258 across 2 Utilities - Diversified names. SRE ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
237 | $21,972 | |
| 2 | AVA |
Avista Corp
|
7 | $286 |
All Filings in SRE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,972 | 237 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,996 | 72 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,356 | 72 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,478 | 72 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,455 | 72 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,137 | 72 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $65,439 | 746 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $59,795 | 715 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $47,461 | 624 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,729 | 38 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,839 | 38 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,585 | 38 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,766 | 19 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,872 | 19 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,936 | 19 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,848 | 19 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,855 | 19 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,194 | 19 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,513 | 19 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,403 | 19 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $2,517 | 19 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,519 | 19 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,420 | 19 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $2,248 | 19 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,227 | 19 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||