Apollon Wealth Management, LLC

Position in SRE — Sempra

CIK 1764387 MOUNT PLEASANT, SC

Position in SRE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,136,810

+$42,093 QoQ

Shares Held

12,262

+8.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#520

of 1,283 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Apollon Wealth Management, LLC holds $2,197,224 across 3 Utilities - Diversified names. SRE ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	12,262	$1,136,810
2	BIPH	Brookfield Infrastructure Partners L.P.	40,698	$627,563
3	AES	Aes Corp	29,526	$432,851

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,136,810	12,262	+8.8%	Shares	Sole	2026-07-23
2026-03-31	$1,094,717	11,266	-1.8%	Shares	Sole	2026-04-22
2025-12-31	$1,013,392	11,478	+7.7%	Shares	Sole	2026-01-22
2025-09-30	$959,276	10,661	+9.4%	Shares	Sole	2025-10-17
2025-06-30	$738,530	9,747	-10.3%	Shares	Sole	2025-07-25
2025-03-31	$775,112	10,862	-6.2%	Shares	Sole	2025-05-02
2024-12-31	$1,015,973	11,582	+6.4%	Shares	Sole	2025-01-28
2024-09-30	$910,145	10,883	+6.6%	Shares	Sole	2024-11-05
2024-06-30	$776,268	10,206	-1.7%	Shares	Sole	2024-07-19
2024-03-31	$745,882	10,384	-7.6%	Shares	Sole	2024-05-02
2023-12-31	$840,039	11,241	+10.0%	Shares	Sole	2024-02-06
2023-09-30	$694,926	10,215	+101.5%	Shares	Sole	2023-11-14
2023-06-30	$738,141	5,070	-0.2%	Shares	Sole	2023-08-04
2023-03-31	$767,741	5,079	+10.8%	Shares	Sole	2023-05-16
2022-12-31	$708,565	4,585	-2.1%	Shares	Sole	2023-02-15
2022-09-30	$701,869	4,681	+18.1%	Shares	Sole	2022-11-08
2022-06-30	$595,820	3,965	+9.0%	Shares	Sole	2022-08-11
2022-03-31	$611,284	3,636	+6.2%	Shares	Sole	2022-05-16
2021-12-31	$452,794	3,423	-2.9%	Shares	Sole	2022-02-14
2021-09-30	$445,786	3,524	-8.4%	Shares	Sole	2021-11-15
2021-06-30	$509,518	3,846	+2.6%	Shares	Sole	2021-08-12
2021-03-31	$496,909	3,748	+53442.9%	Shares	Sole	2021-05-17
2020-06-30	$820	7	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.