Position in SRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,313,700
-$227,902 QoQ
Shares Held
14,170
-10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#498
of 1,283 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $1,481,747 across 2 Utilities - Diversified names. SRE ranks #1 (88.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
14,170 | $1,313,700 | |
| 2 | AES |
Aes Corp
|
11,463 | $168,047 |
All Filings in SRE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,313,700 | 14,170 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,541,602 | 15,865 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,354,103 | 15,337 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,391,000 | 15,459 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,197,393 | 15,803 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,321,587 | 18,520 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,386,853 | 15,810 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,208,620 | 14,452 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $890,434 | 11,707 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,108,336 | 15,430 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,185,143 | 15,859 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,363,661 | 20,045 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $766,676 | 5,266 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $404,806 | 2,678 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $658,340 | 4,260 | Shares | Sole | 2023-02-08 | |
| 2021-03-31 | $66,290 | 500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $256,731 | 2,015 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,982,316 | 25,197 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,881,396 | 24,579 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $3,612,855 | 31,975 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||