CX Institutional

Position in SRE — Sempra

CIK 1737089 AUBURN, IN

Position in SRE

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$389,752

-$3,397 QoQ

Shares Held

4,204

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#757

of 1,283 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $609,138 across 2 Utilities - Diversified names. SRE ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SRE	Sempra This page	4,204	$389,752
2	AES	Aes Corp	14,965	$219,386

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,752	4,204	+3.9%	Shares	Sole	2026-07-02
2026-03-31	$393,149	4,046	+12.2%	Shares	Sole	2026-04-06
2025-12-31	$318,285	3,605	+8.2%	Shares	Sole	2026-02-02
2025-09-30	$299,813	3,332	+0.3%	Shares	Sole	2025-10-23
2025-06-30	$251,707	3,322	+69.1%	Shares	Sole	2025-07-16
2025-03-31	$140,151	1,964	-36.1%	Shares	Sole	2025-04-15
2024-12-31	$269,739	3,075	-0.3%	Shares	Sole	2025-01-21
2024-09-30	$257,831	3,083	+5.5%	Shares	Sole	2024-10-11
2024-06-30	$222,247	2,922	+6.1%	Shares	Sole	2024-07-11
2023-12-31	$205,881	2,755	-11.2%	Shares	Sole	2024-01-12
2023-09-30	$211,165	3,104	+99.6%	Shares	Sole	2023-10-18
2023-06-30	$226,392	1,555	+2.0%	Shares	Sole	2023-07-26
2022-12-31	$235,673	1,525	+95.5%	Shares	Sole	2023-02-03
2022-06-30	$117,210	780	+26.0%	Shares	Sole	2022-08-02
2021-09-30	$78,303	619	+13.4%	Shares	Sole	2021-11-10
2021-06-30	$72,334	546	+47.2%	Shares	Sole	2021-08-04
2021-03-31	$49,187	371	+3.1%	Shares	Sole	2021-04-15
2020-12-31	$45,867	360	-2.7%	Shares	Sole	2021-01-12
2020-09-30	$43,793	370	+125.6%	Shares	Sole	2020-10-13
2020-06-30	$19,225	164	+50.5%	Shares	Sole	2020-08-06
2020-03-31	$12,315	109	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.