LPL Financial LLC

Position in SRE — Sempra

CIK 1403438 FORT MILL, SC

Position in SRE

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$74,238,268

+$6,538,291 QoQ

Shares Held

764,004

-0.4% QoQ

Ownership

0.117%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 9.823770556175099.ToString("F0")% Shared 0.ToString("F0")% None 90.17622944382491.ToString("F0")%

Utilities · as of Mar 31, 2026

LPL Financial LLC holds $95,545,476 across 6 Utilities - Diversified names. SRE ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	764,004	$74,238,268
2	AES	Aes Corp	792,177	$11,161,773
3	BIPH	Brookfield Infrastructure Partners L.P.	198,298	$7,162,523
4	AVA	Avista Corp	58,360	$2,342,570
5	UTL	Unitil Corp	7,235	$377,956
6	AQN	Algonquin Power & Utilities Corp.	42,734	$262,386

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$74,238,268	764,004	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$67,699,977	766,791	-5.6%	Shares	Sole	2026-02-11
2025-09-30	$73,112,619	812,543	+4.0%	Shares	Sole	2025-11-12
2025-06-30	$59,209,633	781,439	+7.5%	Shares	Sole	2025-08-12
2025-03-31	$51,863,591	726,788	+30.7%	Shares	Sole	2025-05-07
2024-12-31	$48,781,969	556,110	+3.6%	Shares	Sole	2025-02-11
2024-09-30	$44,905,964	536,960	+6.5%	Shares	Sole	2024-11-08
2024-06-30	$38,361,849	504,363	+7.3%	Shares	Sole	2024-08-07
2024-03-31	$33,753,347	469,906	+7.6%	Shares	Sole	2024-05-10
2023-12-31	$32,632,573	436,673	+8.3%	Shares	Sole	2024-02-14
2023-09-30	$27,421,532	403,080	+138.7%	Shares	Sole	2023-11-13
2023-06-30	$12,292,236	168,861	+6.4%	Shares	Sole	2023-07-31
2023-03-31	$11,995,906	158,718	+22.9%	Shares	Sole	2023-05-10
2022-12-31	$9,977,797	129,129	+10.9%	Shares	Sole	2023-02-07
2022-09-30	$8,727,032	116,407	+14.1%	Shares	Sole	2022-11-14
2022-06-30	$7,664,295	102,007	-4.5%	Shares	Sole	2022-08-12
2022-03-31	$8,975,086	106,770	+9.6%	Shares	Sole	2022-05-16
2021-12-31	$6,446,136	97,462	+7.2%	Shares	Sole	2022-02-14
2021-09-30	$5,751,006	90,925	+4.9%	Shares	Sole	2021-11-15
2021-06-30	$5,740,490	86,662	+7.9%	Shares	Sole	2021-08-13
2021-03-31	$5,322,026	80,284	+21.4%	Shares	Sole	2021-05-14
2020-12-31	$4,212,747	66,129	+25.2%	Shares	Sole	2021-02-12
2020-09-30	$3,125,591	52,815	+11.4%	Shares	Sole	2020-11-09
2020-06-30	$2,777,764	47,390	+28.5%	Shares	Sole	2020-08-13
2020-03-31	$2,083,535	36,880	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.