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Equibles

Cerity Partners LLC

Position in SRE — Sempra

CIK 1566475 NEW YORK, NY
Back to SRE Full portfolio

Position in SRE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$18,572,406
+$2,350,945 QoQ
Shares Held
200,328
+20.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#179
of 1,289 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority Sole 56% Shared 14% None 30%

Common Shares in SRE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

Cerity Partners LLC holds $44,852,276 across 6 Utilities - Diversified names. SRE ranks #1 (41.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SRE
Sempra
This page 		200,328 $18,572,406
2 AES
Aes Corp
 1,202,979 $17,635,670
3 AVA
Avista Corp
 104,357 $4,269,243
4 BIPH
Brookfield Infrastructure Partners L.P.
 204,496 $3,153,328
5 UTL
Unitil Corp
 14,860 $782,973
6 AQN
Algonquin Power & Utilities Corp.
 74,856 $438,656

All Filings in SRE

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,572,406 200,328
2026-03-31 $16,221,461 166,939
2025-12-31 $11,963,117 135,498
2025-09-30 $11,700,009 130,029
2025-06-30 $9,689,316 127,878
2025-03-31 $8,688,650 121,758
2024-12-31 $10,924,824 124,542
2024-09-30 $9,805,533 117,249
2024-06-30 $8,207,406 107,907
2024-03-31 $8,618,019 119,978
2023-12-31 $7,026,861 94,030
2023-09-30 $5,553,424 81,632
2023-06-30 $6,633,953 45,566
2023-03-31 $6,851,327 45,325
2022-12-31 $6,589,431 42,639
2022-09-30 $1,582,616 10,555
2022-06-30 $1,605,935 10,687
2022-03-31 $1,094,797 6,512
2021-12-31 $399,221 3,018
2021-09-30 $317,768 2,512
2021-06-30 $326,165 2,462
2021-03-31 $308,513 2,327
2020-12-31 $213,284 1,674
2020-09-30 $209,733 1,772