Larson Financial Group LLC

Position in SRE — Sempra

CIK 1731061 ST LOUIS, MO

Position in SRE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$596,588

-$353,637 QoQ

Shares Held

6,435

-34.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#648

of 1,283 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Larson Financial Group LLC holds $724,313 across 5 Utilities - Diversified names. SRE ranks #1 (82.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	6,435	$596,588
2	AVA	Avista Corp	1,216	$49,746
3	AES	Aes Corp	3,112	$45,621
4	UTL	Unitil Corp	596	$31,403
5	AQN	Algonquin Power & Utilities Corp.	163	$955

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,588	6,435	-34.2%	Shares	Sole	2026-08-14
2026-03-31	$950,225	9,779	-1.3%	Shares	Sole	2026-05-15
2025-12-31	$875,130	9,912	-2.9%	Shares	Sole	2026-02-06
2025-09-30	$918,515	10,208	-13.5%	Shares	Sole	2025-11-14
2025-06-30	$894,313	11,803	+9.1%	Shares	Sole	2025-08-08
2025-03-31	$772,043	10,819	+107.2%	Shares	Sole	2025-05-02
2024-12-31	$457,986	5,221	+4.5%	Shares	Sole	2025-02-07
2024-09-30	$417,731	4,995	-16.7%	Shares	Sole	2024-11-12
2024-06-30	$455,827	5,993	+381.4%	Shares	Sole	2024-08-02
2024-03-31	$89,428	1,245	-93.9%	Shares	Sole	2024-05-03
2023-12-31	$1,534,655	20,536	-0.8%	Shares	Sole	2024-02-01
2023-09-30	$1,408,697	20,707	+103.8%	Shares	Sole	2023-11-03
2023-06-30	$1,479,485	10,162	-2.1%	Shares	Sole	2023-08-03
2023-03-31	$1,569,494	10,383	+0.4%	Shares	Sole	2023-05-04
2022-12-31	$1,598,098	10,341	+3.4%	Shares	Sole	2023-02-03
2022-09-30	$1,499,849	10,003	+4952.0%	Shares	Sole	2022-11-03
2022-06-30	$29,753	198	+260.0%	Shares	Sole	2022-08-04
2022-03-31	$9,246	55	0.0%	Shares	Sole	2022-05-05
2021-12-31	$7,275	55	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.