Pinnacle Wealth Planning Services, Inc.

Position in SRE — Sempra

CIK 1726752 MANSFIELD, OH

Position in SRE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$74,724

-$485 QoQ

Shares Held

806

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,054

of 1,280 holders

Holding Since

Dec 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $241,215 across 4 Utilities - Diversified names. SRE ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVA	Avista Corp	2,537	$103,788
2	SRE	Sempra This page	806	$74,724
3	UTL	Unitil Corp	847	$44,628
4	AES	Aes Corp	1,233	$18,075

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,724	806	+4.1%	Shares	Sole	2026-08-07
2026-03-31	$75,209	774	+7.9%	Shares	Sole	2026-05-11
2025-12-31	$63,303	717	-40.9%	Shares	Sole	2026-02-13
2022-03-31	$203,929	1,213	+63.7%	Shares	Sole	2022-04-20
2020-12-31	$94,410	741	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.