Westside Investment Management, Inc.

Position in SRE — Sempra

CIK 1538383 SANTA MONICA, CA

Position in SRE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$23,548

-$1,133 QoQ

Shares Held

254

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#527

of 619 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Westside Investment Management, Inc. holds $56,261 across 4 Utilities - Diversified names. SRE ranks #2 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EONGY	E.On SE	1,156	$23,674
2	SRE	Sempra This page	254	$23,548
3	AQN	Algonquin Power & Utilities Corp.	1,355	$7,940
4	AES	Aes Corp	75	$1,099

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,548	254	0.0%	Shares	Sole	2026-07-27
2026-03-31	$24,681	254	-36.8%	Shares	Sole	2026-05-04
2025-12-31	$35,492	402	-19.9%	Shares	Sole	2026-01-23
2025-09-30	$45,169	502	+33.9%	Shares	Sole	2025-11-04
2025-06-30	$28,413	375	+51.2%	Shares	Sole	2025-08-05
2025-03-31	$17,697	248	0.0%	Shares	Sole	2025-04-25
2024-12-31	$21,754	248	+148.0%	Shares	Sole	2025-01-17
2024-09-30	$8,363	100	-50.0%	Shares	Sole	2024-11-20
2024-06-30	$15,212	200	0.0%	Shares	Sole	2024-07-17
2024-03-31	$14,366	200	0.0%	Shares	Sole	2024-04-19
2023-12-31	$14,946	200	-33.3%	Shares	Sole	2024-01-12
2023-09-30	$20,409	300	+50.0%	Shares	Sole	2023-11-15
2023-06-30	—	200	+33.3%	Shares	Sole	2023-07-14
2023-03-31	—	150	-25.0%	Shares	Sole	2023-05-17
2022-12-31	—	200	0.0%	Shares	Sole	2023-01-31
2022-09-30	—	200	-20.0%	Shares	Sole	2022-11-09
2022-06-30	—	250	-4.9%	Shares	Sole	2022-07-15
2022-03-31	—	263	-16.0%	Shares	Sole	2022-04-25
2021-12-31	—	313	0.0%	Shares	Sole	2022-02-15
2021-09-30	—	313	0.0%	Shares	Sole	2021-10-27
2021-06-30	—	313	0.0%	Shares	Sole	2021-07-28
2021-03-31	—	313	0.0%	Shares	Sole	2021-04-14
2020-12-31	—	313	+4.3%	Shares	Sole	2021-01-15
2020-09-30	—	300	0.0%	Shares	Sole	2020-10-14
2020-06-30	—	300	0.0%	Shares	Sole	2020-07-21
2020-03-31	—	300	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.