FIRST CITIZENS BANK & TRUST CO

Bank

Position in SRE — Sempra

CIK 1092203 RALEIGH, NC

Position in SRE

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$225,285

+$11,609 QoQ

Shares Held

2,430

+10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#949

of 1,283 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $3,682,419 across 4 Utilities - Diversified names. SRE ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	190,807	$2,797,230
2	UTL	Unitil Corp	7,066	$372,307
3	AVA	Avista Corp	7,030	$287,597
4	SRE	Sempra This page	2,430	$225,285

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,285	2,430	+10.5%	Shares	Sole	2026-07-13
2026-03-31	$213,676	2,199	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.