NewEdge Advisors, LLC

Position in SRE — Sempra

CIK 1633516 NEW ORLEANS, LA

Position in SRE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,800,769

+$415,343 QoQ

Shares Held

30,210

+23.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#384

of 1,283 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Utilities · as of Jun 30, 2026

NewEdge Advisors, LLC holds $7,347,834 across 4 Utilities - Diversified names. SRE ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	298,202	$4,371,641
2	SRE	Sempra This page	30,210	$2,800,769
3	BIPH	Brookfield Infrastructure Partners L.P.	8,478	$130,730
4	AQN	Algonquin Power & Utilities Corp.	7,627	$44,694

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,800,769	30,210	+23.1%	Shares	Sole	2026-08-12
2026-03-31	$2,385,426	24,549	-6.8%	Shares	Sole	2026-06-03
2025-12-31	$2,325,205	26,336	+22.9%	Shares	Sole	2026-02-18
2025-09-30	$1,927,731	21,424	-34.0%	Shares	Sole	2025-11-17
2025-06-30	$2,458,130	32,442	-5.0%	Shares	Sole	2025-08-14
2025-03-31	$2,435,802	34,134	+57.3%	Shares	Sole	2025-05-15
2024-12-31	$1,903,085	21,695	+5.3%	Shares	Sole	2025-02-13
2024-09-30	$1,723,279	20,606	+13.6%	Shares	Sole	2024-11-14
2024-06-30	$1,380,184	18,146	+3.6%	Shares	Sole	2024-08-16
2024-03-31	$1,258,605	17,522	+16.4%	Shares	Sole	2024-05-14
2023-12-31	$1,125,134	15,056	+28.4%	Shares	Sole	2024-02-13
2023-09-30	$797,515	11,723	+177.7%	Shares	Sole	2023-11-14
2023-06-30	$614,680	4,222	+6.9%	Shares	Sole	2023-08-14
2023-03-31	$596,930	3,949	+11.2%	Shares	Sole	2023-05-12
2022-12-31	$548,926	3,552	+19.0%	Shares	Sole	2023-02-14
2022-09-30	$447,420	2,984	+23.2%	Shares	Sole	2022-11-14
2022-06-30	$364,104	2,423	+9.6%	Shares	Sole	2022-08-09
2021-12-31	$292,471	2,211	-0.2%	Shares	Sole	2022-02-17
2021-09-30	$280,324	2,216	+7.9%	Shares	Sole	2021-10-29
2021-06-30	$271,981	2,053	+8.1%	Shares	Sole	2021-07-22
2021-03-31	$251,769	1,899	+10.5%	Shares	Sole	2021-04-26
2020-12-31	$218,890	1,718	-5.7%	Shares	Sole	2021-01-27
2020-09-30	$215,651	1,822	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.