Position in SRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,136,316
+$1,750,066 QoQ
Shares Held
23,043
+479.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#420
of 1,280 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $3,135,601 across 4 Utilities - Diversified names. SRE ranks #1 (68.1% of the industry book) .
All Filings in SRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,136,316 | 23,043 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $386,250 | 3,975 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $323,671 | 3,666 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $318,709 | 3,542 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $290,350 | 3,832 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $228,922 | 3,208 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $320,879 | 3,658 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $364,626 | 4,360 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $353,146 | 4,643 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $335,015 | 4,664 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $159,772 | 2,138 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||