Position in SRE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$198,769
-$9,563 QoQ
Shares Held
2,144
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#990
of 1,280 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026HM PAYSON & CO holds $206,250 across 2 Utilities - Diversified names. SRE ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
2,144 | $198,769 | |
| 2 | UTL |
Unitil Corp
|
142 | $7,481 |
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,769 | 2,144 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $208,332 | 2,144 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $189,293 | 2,144 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $192,916 | 2,144 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $162,450 | 2,144 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $152,995 | 2,144 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $188,071 | 2,144 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $180,305 | 2,156 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $163,072 | 2,144 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $154,003 | 2,144 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $160,221 | 2,144 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $145,856 | 2,144 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $156,072 | 1,072 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $162,043 | 1,072 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $166,748 | 1,079 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $160,735 | 1,072 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $152,524 | 1,015 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $170,641 | 1,015 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $143,126 | 1,082 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $136,873 | 1,082 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $143,343 | 1,082 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $143,451 | 1,082 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $137,475 | 1,079 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $127,710 | 1,079 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $131,180 | 1,119 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $114,345 | 1,012 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||