Arax Advisory Partners

Position in SRE — Sempra

CIK 1586767 DENVER, CO

Position in SRE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,197,134

+$1,539,488 QoQ

Shares Held

23,699

+250.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#417

of 1,283 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Utilities · as of Jun 30, 2026

Arax Advisory Partners holds $3,617,287 across 6 Utilities - Diversified names. SRE ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	23,699	$2,197,134
2	AES	Aes Corp	68,864	$1,009,546
3	AVA	Avista Corp	6,380	$261,005
4	UTL	Unitil Corp	2,089	$110,069
5	BIPH	Brookfield Infrastructure Partners L.P.	2,188	$33,738
6	AQN	Algonquin Power & Utilities Corp.	989	$5,795

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,197,134	23,699	+250.2%	Shares	Sole	2026-08-10
2026-03-31	$657,646	6,768	-36.2%	Shares	Sole	2026-05-13
2025-12-31	$935,962	10,601	-59.8%	Shares	Sole	2026-02-13
2025-09-30	$2,374,212	26,386	+508.4%	Shares	Sole	2025-11-14
2025-06-30	$328,614	4,337	+3.5%	Shares	Sole	2025-08-12
2025-03-31	$299,141	4,192	-46.4%	Shares	Sole	2025-05-15
2024-12-31	$685,794	7,818	+874.8%	Shares	Sole	2025-02-05
2024-09-30	$67,070	802	0.0%	Shares	Sole	2024-11-06
2024-06-30	$60,999	802	—	Shares	Sole	2024-08-06
No filing history on record for this holder in this stock.