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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in SRE — Sempra

CIK 1631073 WASHINGTON, DC
Back to SRE Full portfolio

Position in SRE

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$11,774
+$697 QoQ
Shares Held
127
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,182
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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $12,312 across 3 Utilities - Diversified names. SRE ranks #1 (95.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SRE
Sempra
This page 		127 $11,774
2 AES
Aes Corp
 34 $498
3 AVA
Avista Corp
 1 $40

All Filings in SRE

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,774 127
2026-03-31 $11,077 114
2025-12-31 $8,122 92
2025-09-30 $22,135 246
2025-06-30 $17,124 226
2025-03-31 $5,137 72
2024-12-31 $13,333 152
2024-09-30 $12,711 152
2024-06-30 $11,561 152
2024-03-31 $10,918 152
2023-12-31 $11,358 152
2023-09-30 $10,340 152
2023-06-30 $5,532 76
2023-03-31 $5,744 76
2022-12-31 $5,872 76
2022-09-30 $5,697 76
2022-06-30 $5,710 76
2022-03-31 $6,388 76
2021-12-31 $5,026 76
2021-09-30 $3,225 51
2021-06-30 $3,378 51
2021-03-31 $3,380 51
2020-12-31 $2,675 42
2020-09-30 $2,485 42
2020-06-30 $1,875 32
2020-03-31 $1,807 32

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