Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,061,734
+$337,632 QoQ
Shares Held
237,965
+6.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#169
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026TORONTO DOMINION BANK holds $115,123,205 across 4 Utilities - Diversified names. SRE ranks #3 (19.2% 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 | $22,061,734 | 237,965 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $21,724,102 | 223,568 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,827,671 | 247,227 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $24,175,285 | 268,674 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,736,669 | 286,877 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,150,123 | 226,319 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,866,298 | 226,474 | Shares | Defined | 2025-02-19 | |
| 2024-09-30 | $23,411,716 | 279,944 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $15,032,346 | 197,638 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,460,240 | 201,312 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,823,330 | 211,740 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,936,667 | 366,554 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $31,189,017 | 214,225 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $28,670,819 | 189,672 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $49,179,573 | 318,232 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,354,204 | 135,749 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $22,844,194 | 152,021 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $30,021,692 | 178,573 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $24,706,993 | 186,778 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $17,789,441 | 140,628 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $18,305,953 | 138,179 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,768,503 | 134,021 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $19,184,123 | 150,570 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $16,209,520 | 136,951 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $16,148,901 | 137,754 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $16,556,085 | 146,527 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||