Waverly Advisors, LLC

Position in SRE — Sempra

CIK 1568787 BIRMINGHAM, AL

Position in SRE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,383,797

+$549,987 QoQ

Shares Held

14,241

+50.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Mar 31, 2026

Waverly Advisors, LLC holds $5,901,412 across 3 Utilities - Diversified names. SRE ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P.	117,635	$4,248,976
2	SRE	Sempra This page	14,241	$1,383,797
3	AES	Aes Corp	19,066	$268,639

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,383,797	14,241	+50.8%	Shares	Sole	2026-05-15
2025-12-31	$833,810	9,444	+162.3%	Shares	Sole	2026-02-17
2025-09-30	$324,017	3,601	+3.6%	Shares	Sole	2025-11-14
2025-06-30	$263,300	3,475	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$247,262	3,465	+6.4%	Shares	Sole	2025-05-15
2024-12-31	$285,791	3,258	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.