IFP Advisors, Inc

Position in SRE — Sempra

CIK 1641866 TAMPA, FL

Position in SRE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$312,803

+$103,985 QoQ

Shares Held

3,374

+57.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#822

of 1,283 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

IFP Advisors, Inc holds $1,069,755 across 5 Utilities - Diversified names. SRE ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	36,739	$538,593
2	SRE	Sempra This page	3,374	$312,803
3	AVA	Avista Corp	4,225	$172,844
4	BIPH	Brookfield Infrastructure Partners L.P.	2,880	$44,409
5	UTL	Unitil Corp	21	$1,106

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,803	3,374	+57.0%	Shares	Sole	2026-07-20
2026-03-31	$208,818	2,149	+8.8%	Shares	Sole	2026-04-13
2025-12-31	$174,372	1,975	-89.8%	Shares	Sole	2026-02-06
2025-09-30	$1,748,221	19,429	+691.4%	Shares	Sole	2026-02-06
2025-06-30	$186,015	2,455	-20.8%	Shares	Sole	2025-07-24
2025-03-31	$221,144	3,099	-3.5%	Shares	Sole	2025-05-05
2024-12-31	$281,581	3,210	+5.2%	Shares	Sole	2025-02-04
2024-09-30	$255,155	3,051	-4.4%	Shares	Sole	2025-02-04
2024-06-30	$242,631	3,190	-19.7%	Shares	Sole	2024-07-30
2024-03-31	$285,380	3,973	-15.6%	Shares	Sole	2024-07-30
2023-12-31	$351,754	4,707	-27.6%	Shares	Sole	2024-01-09
2023-09-30	$442,058	6,498	+123.5%	Shares	Sole	2023-10-12
2023-06-30	$423,230	2,907	-66.0%	Shares	Sole	2023-08-04
2023-03-31	$1,291,964	8,547	-3.6%	Shares	Sole	2023-04-18
2022-12-31	$674	8,863	+275.1%	Shares	Sole	2023-02-07
2022-09-30	$354,308	2,363	+23.7%	Shares	Sole	2022-11-08
2022-06-30	$287,165	1,911	+62.4%	Shares	Sole	2022-09-06
2022-03-31	$197,877	1,177	+101.5%	Shares	Sole	2022-08-08
2021-12-31	$77,251	584	-11.2%	Shares	Sole	2022-01-12
2021-09-30	$83,237	658	+27.8%	Shares	Sole	2021-10-06
2021-06-30	$68,227	515	+1.0%	Shares	Sole	2021-07-13
2021-03-31	$67,615	510	-57.0%	Shares	Sole	2021-04-30
2020-12-31	$151,235	1,187	-4.2%	Shares	Sole	2021-01-25
2020-09-30	$146,648	1,239	-56.4%	Shares	Sole	2020-10-29
2020-06-30	$332,815	2,839	+7.4%	Shares	Sole	2020-08-05
2020-03-31	$298,632	2,643	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.