BENJAMIN EDWARDS INC

Position in SRE — Sempra

CIK 1451623 Clayton, MO

Position in SRE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,739,116

-$140,516 QoQ

Shares Held

29,545

-0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#387

of 1,283 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BENJAMIN EDWARDS INC holds $5,167,548 across 3 Utilities - Diversified names. SRE ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	29,545	$2,739,116
2	AES	Aes Corp	118,015	$1,730,099
3	AVA	Avista Corp	17,070	$698,333

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,739,116	29,545	-0.3%	Shares	Defined	2026-07-24
2026-03-31	$2,879,632	29,635	+7.7%	Shares	Defined	2026-05-12
2025-12-31	$2,428,415	27,505	-6.4%	Shares	Defined	2026-02-02
2025-09-30	$2,643,522	29,379	+4.0%	Shares	Defined	2025-10-23
2025-06-30	$2,139,593	28,238	+9.6%	Shares	Defined	2025-08-14
2025-03-31	$1,838,875	25,769	+4.1%	Shares	Defined	2025-05-12
2024-12-31	$2,172,121	24,762	+2.2%	Shares	Defined	2025-02-14
2024-09-30	$2,026,103	24,227	+520.1%	Shares	Defined	2024-11-14
2024-06-30	$297,166	3,907	+6.0%	Shares	Defined	2024-08-12
2024-03-31	$264,765	3,686	+77.1%	Shares	Defined	2024-04-29
2023-12-31	$155,513	2,081	+7.5%	Shares	Defined	2024-02-06
2023-09-30	$131,638	1,935	+128.2%	Shares	Defined	2023-11-13
2023-06-30	$123,460	848	+29.7%	Shares	Defined	2023-08-15
2023-03-31	$98,858	654	+13.1%	Shares	Defined	2023-04-27
2022-12-31	$89,324	578	+9.7%	Shares	Defined	2023-02-07
2022-09-30	$79,018	527	+8.2%	Shares	Defined	2022-10-28
2022-06-30	$73,181	487	+22.1%	Shares	Defined	2022-08-12
2022-03-31	$67,079	399	+42.5%	Shares	Defined	2022-05-04
2021-12-31	$37,038	280	+171.8%	Shares	Defined	2022-02-07
2021-09-30	$13,029	103	—	Shares	Defined	2021-11-02
No filing history on record for this holder in this stock.