Position in SRE
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,262,918
+$367,216 QoQ
Shares Held
12,997
+28.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026Krilogy Financial LLC holds $9,780,111 across 2 Utilities - Diversified names. SRE ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AQN |
Algonquin Power & Utilities Corp.
|
1,387,165 | $8,517,193 | |
| 2 | SRE |
Sempra
This page
|
12,997 | $1,262,918 |
All Filings in SRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,262,918 | 12,997 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $895,702 | 10,145 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $909,517 | 10,108 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||