Position in SRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,857,202
-$670,072 QoQ
Shares Held
73,964
-4.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#288
of 1,283 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $10,912,229 across 6 Utilities - Diversified names. SRE ranks #1 (62.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
73,964 | $6,857,202 | |
| 2 | AES |
Aes Corp
|
147,687 | $2,165,091 | |
| 3 | AVA |
Avista Corp
|
25,251 | $1,033,018 | |
| 4 | AQN |
Algonquin Power & Utilities Corp.
|
88,590 | $519,137 | |
| 5 | UTL |
Unitil Corp
|
4,157 | $219,032 | |
| 6 | BIPH |
Brookfield Infrastructure Partners L.P.
|
7,701 | $118,749 |
All Filings in SRE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,857,202 | 73,964 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,527,274 | 77,465 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,261,879 | 70,924 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,860,307 | 65,129 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,765,933 | 62,900 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,359,842 | 47,083 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,453,895 | 50,774 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,717,269 | 44,449 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,091,915 | 40,651 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,683,209 | 37,355 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,741,918 | 36,691 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,254,963 | 47,846 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,650,086 | 25,071 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,479,854 | 23,021 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,183,369 | 20,599 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,959,065 | 19,735 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,696,144 | 17,942 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,345,442 | 13,951 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,611,831 | 12,185 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $395,439 | 3,126 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $562,775 | 4,248 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||