Position in SRE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$60,817
-$2,732 QoQ
Shares Held
656
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,068
of 1,280 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $159,810 across 3 Utilities - Diversified names. SRE ranks #2 (38.1% of the industry book) .
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,817 | 656 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $63,549 | 654 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $49,354 | 559 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $59,296 | 659 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $51,296 | 677 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $47,882 | 671 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $58,421 | 666 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $57,119 | 683 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $51,568 | 678 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $48,269 | 672 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $49,770 | 666 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $61,227 | 900 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $65,078 | 447 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $67,115 | 444 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $67,997 | 440 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $87,115 | 581 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $85,203 | 567 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $90,952 | 541 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $70,902 | 536 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $67,298 | 532 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $69,816 | 527 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $69,339 | 523 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $73,642 | 578 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $67,938 | 574 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $66,703 | 569 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $63,726 | 564 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||