Position in SRE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,190,955
+$198,629 QoQ
Shares Held
45,205
+10.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#346
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $7,328,917 across 6 Utilities - Diversified names. SRE ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
45,205 | $4,190,955 | |
| 2 | AES |
Aes Corp
|
92,931 | $1,362,368 | |
| 3 | UTL |
Unitil Corp
|
16,919 | $891,462 | |
| 4 | AVA |
Avista Corp
|
11,438 | $467,928 | |
| 5 | BIPH |
Brookfield Infrastructure Partners L.P.
|
18,378 | $283,388 | |
| 6 | AQN |
Algonquin Power & Utilities Corp.
|
22,665 | $132,816 |
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,190,955 | 45,205 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,992,326 | 41,086 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,888,115 | 44,038 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,647,339 | 40,535 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,896,080 | 38,222 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,020,668 | 42,330 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,765,827 | 54,330 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,470,310 | 41,496 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,104,008 | 40,810 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,867,740 | 39,924 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,957,439 | 39,575 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,061,036 | 30,296 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,215,297 | 15,216 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,012,544 | 13,314 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,196,477 | 14,213 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,362,254 | 22,424 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,119,304 | 20,758 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,962,464 | 11,673 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,507,859 | 11,399 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,337,990 | 10,577 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,037,674 | 15,381 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,906,765 | 14,382 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,722,710 | 13,521 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,847,954 | 15,613 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,666,189 | 14,213 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,597,565 | 14,139 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||