WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in SRE — Sempra

CIK 1632972 PLYMOUTH, MN

Position in SRE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$9,944,816

+$1,058,037 QoQ

Shares Held

107,268

+17.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#235

of 1,283 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Utilities · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $15,853,999 across 5 Utilities - Diversified names. SRE ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	107,268	$9,944,816
2	AES	Aes Corp	286,041	$4,193,361
3	AVA	Avista Corp	22,943	$938,598
4	UTL	Unitil Corp	8,755	$461,300
5	BIPH	Brookfield Infrastructure Partners L.P.	20,488	$315,924

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,944,816	107,268	+17.3%	Shares	Sole	2026-07-15
2026-03-31	$8,886,779	91,456	-26.1%	Shares	Sole	2026-04-08
2025-12-31	$10,933,745	123,839	-2.5%	Shares	Sole	2026-01-08
2025-09-30	$11,426,470	126,989	-49.9%	Shares	Sole	2025-10-29
2025-06-30	$19,190,116	253,268	+46.1%	Shares	Sole	2025-07-10
2025-03-31	$12,374,394	173,408	+8.4%	Shares	Sole	2025-04-16
2024-12-31	$14,033,007	159,975	+12.7%	Shares	Sole	2025-03-17
2024-09-30	$11,875,543	142,001	+4.7%	Shares	Sole	2024-10-24
2024-06-30	$10,315,333	135,621	+10.0%	Shares	Sole	2024-07-16
2024-03-31	$8,854,843	123,275	+12.8%	Shares	Sole	2024-04-15
2023-12-31	$8,167,166	109,289	+51.9%	Shares	Sole	2024-01-30
2023-09-30	$4,894,826	71,951	+44.6%	Shares	Sole	2023-11-13
2023-03-31	$7,521,268	49,757	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.