EverSource Wealth Advisors, LLC

Position in SRE — Sempra

CIK 1710537 BIRMINGHAM, AL

Position in SRE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$454,090

-$28,353 QoQ

Shares Held

4,898

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#711

of 1,283 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $667,249 across 5 Utilities - Diversified names. SRE ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	4,898	$454,090
2	AES	Aes Corp	6,978	$102,292
3	AVA	Avista Corp	1,935	$79,156
4	UTL	Unitil Corp	340	$17,913
5	AQN	Algonquin Power & Utilities Corp.	2,355	$13,798

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,090	4,898	-1.3%	Shares	Sole	2026-07-24
2026-03-31	$482,443	4,965	+21.7%	Shares	Sole	2026-05-18
2025-12-31	$360,128	4,079	-1.7%	Shares	Sole	2026-02-06
2025-09-30	$373,416	4,150	-11.3%	Shares	Sole	2025-11-10
2025-06-30	$354,599	4,680	+12.3%	Shares	Sole	2025-08-13
2025-03-31	$297,354	4,167	+23.0%	Shares	Sole	2025-05-13
2024-12-31	$297,279	3,389	-9.3%	Shares	Sole	2025-02-10
2024-09-30	$312,437	3,736	+0.8%	Shares	Sole	2024-11-08
2024-06-30	$281,951	3,707	+32.2%	Shares	Sole	2024-08-13
2024-03-31	$201,479	2,805	-5.9%	Shares	Sole	2024-06-11
2023-12-31	$222,839	2,982	-0.4%	Shares	Sole	2024-02-09
2023-09-30	$203,678	2,994	+106.5%	Shares	Sole	2023-11-03
2023-06-30	$211,102	1,450	-9.5%	Shares	Sole	2023-08-04
2023-03-31	$242,155	1,602	+11.2%	Shares	Sole	2023-05-11
2022-12-31	$222,535	1,440	+7.4%	Shares	Sole	2023-02-09
2022-09-30	$201,067	1,341	-8.2%	Shares	Sole	2022-11-07
2022-06-30	$219,392	1,460	-8.5%	Shares	Sole	2022-08-01
2022-03-31	$268,150	1,595	+161.9%	Shares	Sole	2022-05-25
2021-12-31	$80,557	609	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.