Position in SRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,963,908
-$368,999 QoQ
Shares Held
42,756
-4.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#352
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Wealthfront Advisers LLC holds $4,491,389 across 2 Utilities - Diversified names. SRE ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
42,756 | $3,963,908 | |
| 2 | AES |
Aes Corp
|
35,981 | $527,481 |
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,963,908 | 42,756 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,332,907 | 44,591 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,303,988 | 37,422 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,134,633 | 34,837 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,414,032 | 31,860 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,729,980 | 24,243 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,263,367 | 48,602 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $3,452,831 | 41,287 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,918,194 | 38,367 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,525,669 | 21,240 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,707,804 | 22,853 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,304,883 | 19,181 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,638,469 | 11,254 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,448,566 | 9,583 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,395,117 | 28,440 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,398,689 | 22,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,509,311 | 10,044 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,674,811 | 9,962 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,245,548 | 9,416 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,148,999 | 9,083 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,033,476 | 7,801 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,026,301 | 7,741 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,034,569 | 8,120 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $973,037 | 8,221 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,039,947 | 8,871 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,582,311 | 14,004 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||