Global Retirement Partners, LLC

Pension

Position in SRE — Sempra

CIK 1749744 San Rafael, CA

Position in SRE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$707,933

+$189,495 QoQ

Shares Held

7,636

+30.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#611

of 1,283 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Global Retirement Partners, LLC holds $1,026,830 across 5 Utilities - Diversified names. SRE ranks #1 (68.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	7,636	$707,933
2	AES	Aes Corp	14,968	$219,430
3	AVA	Avista Corp	1,016	$41,564
4	BIPH	Brookfield Infrastructure Partners L.P.	2,238	$34,509
5	UTL	Unitil Corp	444	$23,394

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,933	7,636	+30.0%	Shares	Sole	2026-08-06
2025-12-31	$518,438	5,872	+82.5%	Shares	Sole	2026-02-06
2025-09-30	$289,465	3,217	-29.0%	Shares	Sole	2025-10-21
2025-06-30	$343,086	4,528	+5.4%	Shares	Sole	2025-08-12
2024-12-31	$376,845	4,296	+0.1%	Shares	Sole	2025-01-31
2024-09-30	$358,772	4,290	+14.6%	Shares	Sole	2024-10-16
2024-06-30	$284,616	3,742	+20.1%	Shares	Sole	2024-07-23
2024-03-31	$223,894	3,117	-26.3%	Shares	Sole	2024-04-23
2023-12-31	$316,182	4,231	-10.1%	Shares	Sole	2024-01-18
2023-09-30	$320,013	4,704	+118.0%	Shares	Sole	2023-10-13
2023-06-30	$314,183	2,158	-0.3%	Shares	Sole	2023-07-20
2023-03-31	$327,261	2,165	+5.7%	Shares	Sole	2023-05-08
2022-12-31	$316,652	2,049	+69.3%	Shares	Sole	2023-02-13
2022-09-30	$181,427	1,210	+4.0%	Shares	Sole	2022-11-03
2022-06-30	$174,764	1,163	+9.9%	Shares	Sole	2022-07-15
2022-03-31	$177,870	1,058	-17.6%	Shares	Sole	2022-07-14
2021-09-30	$162,426	1,284	+7.1%	Shares	Sole	2021-10-22
2021-06-30	$158,843	1,199	+46.4%	Shares	Sole	2021-07-15
2021-03-31	$108,583	819	+17.7%	Shares	Sole	2021-04-14
2020-12-31	$88,677	696	-0.9%	Shares	Sole	2021-01-13
2020-09-30	$83,088	702	+18.0%	Shares	Sole	2020-10-09
2020-06-30	$69,751	595	-70.9%	Shares	Sole	2020-07-13
2020-03-31	$230,725	2,042	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.