Position in SRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$597,886
-$19,435 QoQ
Shares Held
6,449
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#646
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $597,886 across 1 Utilities - Diversified name. SRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
6,449 | $597,886 |
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,886 | 6,449 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $617,321 | 6,353 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $482,681 | 5,467 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $486,791 | 5,410 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $502,885 | 6,637 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $510,366 | 7,152 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $599,566 | 6,835 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $564,753 | 6,753 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $500,474 | 6,580 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $439,599 | 6,120 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $397,862 | 5,324 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $425,935 | 6,261 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $416,969 | 2,864 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $442,596 | 2,928 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $447,238 | 2,894 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $429,128 | 2,862 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $424,512 | 2,825 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $421,476 | 2,507 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $308,344 | 2,331 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $277,920 | 2,197 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $280,195 | 2,115 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $265,160 | 2,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $272,402 | 2,138 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $254,118 | 2,147 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $270,801 | 2,310 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $259,764 | 2,299 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||