Position in SRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$340,615
-$16,386 QoQ
Shares Held
3,674
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#354
of 661 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026WESBANCO BANK INC holds $2,647,939 across 2 Utilities - Diversified names. SRE ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
|
56,400 | $2,307,324 | |
| 2 | SRE |
Sempra
This page
|
3,674 | $340,615 |
All Filings in SRE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,615 | 3,674 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $357,001 | 3,674 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $324,377 | 3,674 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $543,029 | 6,035 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $469,242 | 6,193 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $229,207 | 3,212 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $268,071 | 3,056 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $256,910 | 3,072 | Shares | Other | 2024-10-11 | |
| 2024-06-30 | $234,264 | 3,080 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $221,811 | 3,088 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $227,491 | 3,344 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | — | 1,679 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | — | 1,687 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | — | 1,695 | Shares | Sole | 2023-01-18 | |
| 2022-06-30 | — | 1,699 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | — | 1,699 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | — | 1,699 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | — | 1,699 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | — | 1,617 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | — | 1,617 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | — | 2,348 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | — | 2,352 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | — | 2,436 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||