Wealthspire Advisors, LLC

Position in SRE — Sempra

CIK 1646247 NEW YORK, NY

Position in SRE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$435,829

-$950 QoQ

Shares Held

4,701

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#722

of 1,283 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $5,452,962 across 3 Utilities - Diversified names. SRE ranks #2 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	335,378	$4,916,641
2	SRE	Sempra This page	4,701	$435,829
3	BIPH	Brookfield Infrastructure Partners L.P.	6,517	$100,492

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$435,829	4,701	+4.6%	Shares	Sole	2026-08-11
2026-03-31	$436,779	4,495	-29.8%	Shares	Sole	2026-05-01
2025-12-31	$565,232	6,402	+84.7%	Shares	Sole	2026-02-13
2025-09-30	$311,960	3,467	-34.8%	Shares	Sole	2025-11-14
2025-06-30	$402,869	5,317	+16.3%	Shares	Sole	2025-08-11
2025-03-31	$326,186	4,571	-13.1%	Shares	Sole	2025-05-09
2024-12-31	$461,670	5,263	+4.2%	Shares	Sole	2025-02-04
2024-09-30	$422,247	5,049	+12.4%	Shares	Sole	2024-11-13
2024-06-30	$341,585	4,491	-5.1%	Shares	Sole	2024-08-08
2024-03-31	$339,899	4,732	-6.3%	Shares	Sole	2024-05-06
2023-12-31	$377,386	5,050	+11.2%	Shares	Sole	2024-02-07
2023-09-30	$308,992	4,542	+66.7%	Shares	Sole	2023-11-06
2023-06-30	$396,587	2,724	-0.3%	Shares	Sole	2023-08-01
2023-03-31	$413,120	2,733	-30.7%	Shares	Sole	2023-05-09
2022-12-31	$609,814	3,946	-22.1%	Shares	Sole	2023-02-14
2022-09-30	$759,446	5,065	+70.5%	Shares	Sole	2022-11-14
2021-03-31	$393,762	2,970	+10.1%	Shares	Sole	2021-05-17
2020-12-31	$343,752	2,698	+1.2%	Shares	Sole	2021-02-16
2020-03-31	$301,344	2,667	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.