UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in SRE — Sempra

CIK 1463217 IRVING, TX

Back to SRE Full portfolio

Position in SRE

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,625,484

-$116,579 QoQ

Shares Held

17,533

-2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#464

of 1,283 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SRE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $2,468,720 across 3 Utilities - Diversified names. SRE ranks #1 (65.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	17,533	$1,625,484
2	AES	Aes Corp	45,537	$667,572
3	BIPH	Brookfield Infrastructure Partners L.P.	11,392	$175,664

All Filings in SRE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,625,484	17,533	-2.2%	Shares	Defined	2026-08-17
2026-03-31	$1,742,063	17,928	+9.7%	Shares	Defined	2026-05-15
2025-12-31	$1,443,276	16,347	+1.2%	Shares	Defined	2026-02-17
2025-09-30	$1,453,626	16,155	+10.2%	Shares	Defined	2025-11-14
2025-06-30	$1,110,485	14,656	+35.6%	Shares	Defined	2025-08-11
2025-03-31	$771,544	10,812	-26.4%	Shares	Defined	2025-05-13
2024-12-31	$1,288,694	14,691	+4.1%	Shares	Defined	2025-02-13
2024-09-30	$1,180,771	14,119	+3.4%	Shares	Defined	2024-11-12
2024-06-30	$1,039,055	13,661	-5.3%	Shares	Defined	2024-08-14
2024-03-31	$1,036,578	14,431	-11.3%	Shares	Defined	2024-05-15
2023-12-31	$1,215,857	16,270	+51.2%	Shares	Defined	2024-02-14
2023-09-30	$732,070	10,761	+60.0%	Shares	Defined	2023-11-14
2023-06-30	$979,092	6,725	-25.3%	Shares	Defined	2023-08-14
2023-03-31	$1,361,195	9,005	-36.9%	Shares	Defined	2023-08-15
2022-12-31	$2,205,440	14,271	+7.7%	Shares	Defined	2023-02-15
2022-09-30	$1,986,255	13,247	-21.0%	Shares	Defined	2022-11-14
2022-06-30	$2,519,276	16,765	-6.5%	Shares	Defined	2022-08-11
2022-03-31	$3,013,887	17,927	+8.8%	Shares	Defined	2022-05-16
2021-12-31	$2,179,842	16,479	-0.8%	Shares	Defined	2022-02-14
2021-09-30	$2,101,038	16,609	-6.1%	Shares	Defined	2021-11-15
2021-06-30	$2,344,498	17,697	-6.1%	Shares	Defined	2021-08-13
2021-03-31	$2,498,072	18,842	+37.0%	Shares	Defined	2021-05-14
2020-12-31	$1,752,779	13,757	-3.5%	Shares	Defined	2021-02-17
2020-09-30	$1,687,458	14,257	+8.7%	Shares	Defined	2020-11-13
2020-06-30	$1,538,057	13,120	-13.2%	Shares	Defined	2020-08-13
2020-03-31	$1,707,278	15,110	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.