Sequoia Financial Advisors, LLC

Position in SRE — Sempra

CIK 1599900 Akron, OH

Position in SRE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,805,685

-$200,295 QoQ

Shares Held

62,622

+1.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#36

of 411 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $14,311,731 across 4 Utilities - Diversified names. SRE ranks #2 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P.	472,764	$7,290,020
2	SRE	Sempra This page	62,622	$5,805,685
3	AES	Aes Corp	57,105	$837,159
4	AVA	Avista Corp	9,261	$378,867

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,805,685	62,622	+1.3%	Shares	Sole	2026-07-17
2026-03-31	$6,005,980	61,809	+6.3%	Shares	Sole	2026-04-30
2025-12-31	$5,133,798	58,147	+312.9%	Shares	Sole	2026-02-03
2025-09-30	$1,267,008	14,081	+5.1%	Shares	Sole	2025-10-29
2025-06-30	$1,015,621	13,404	+77.1%	Shares	Sole	2025-07-25
2025-03-31	$540,123	7,569	-11.5%	Shares	Sole	2025-04-23
2024-12-31	$750,356	8,554	+21.9%	Shares	Sole	2025-08-08
2024-09-30	$587,082	7,020	+4.7%	Shares	Sole	2024-10-21
2024-06-30	$510,210	6,708	+6.3%	Shares	Sole	2024-07-15
2024-03-31	$453,175	6,309	-36.2%	Shares	Sole	2024-04-30
2023-12-31	$738,930	9,888	+108.8%	Shares	Sole	2024-01-26
2023-09-30	$322,122	4,735	+101.3%	Shares	Sole	2023-11-08
2023-06-30	$342,427	2,352	-14.1%	Shares	Sole	2023-08-08
2023-03-31	$413,724	2,737	-16.6%	Shares	Sole	2023-04-25
2022-12-31	$507,354	3,283	+33.1%	Shares	Sole	2023-02-10
2022-09-30	$369,752	2,466	-88.6%	Shares	Sole	2022-10-26
2022-06-30	$3,257,853	21,680	-3.6%	Shares	Sole	2022-07-22
2022-03-31	$3,780,514	22,487	+26.9%	Shares	Sole	2022-05-13
2021-12-31	$2,344,266	17,722	—	Shares	Sole	2022-02-22
No filing history on record for this holder in this stock.