CVA Family Office, LLC

Family Office

Position in SRE — Sempra

CIK 1802084 DENVER, CO

Position in SRE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$173,274

-$11,640 QoQ

Shares Held

1,869

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,002

of 1,283 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CVA Family Office, LLC holds $193,344 across 3 Utilities - Diversified names. SRE ranks #1 (89.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	1,869	$173,274
2	AES	Aes Corp	1,118	$16,389
3	AVA	Avista Corp	90	$3,681

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$173,274	1,869	-1.8%	Shares	Sole	2026-08-07
2026-03-31	$184,914	1,903	+19.2%	Shares	Sole	2026-04-29
2025-12-31	$140,999	1,597	+0.3%	Shares	Sole	2026-01-12
2025-09-30	$143,248	1,592	-3.4%	Shares	Sole	2025-10-30
2025-06-30	$124,868	1,648	+44.3%	Shares	Sole	2025-07-31
2025-03-31	$81,493	1,142	+7.1%	Shares	Sole	2025-04-16
2024-12-31	$93,509	1,066	+17.8%	Shares	Sole	2025-01-07
2024-09-30	$75,685	905	+1.3%	Shares	Sole	2024-10-10
2024-06-30	$67,921	893	+1.5%	Shares	Sole	2024-07-10
2024-03-31	$63,210	880	-10.9%	Shares	Sole	2024-04-10
2023-12-31	$73,833	988	+42.6%	Shares	Sole	2024-01-16
2023-06-30	$100,893	693	-4.9%	Shares	Sole	2023-07-10
2023-03-31	$110,195	729	-11.5%	Shares	Sole	2023-04-27
2022-12-31	$127,340	824	+16.9%	Shares	Sole	2023-02-22
2022-09-30	$105,707	705	+2.2%	Shares	Sole	2022-11-22
2022-06-30	$103,686	690	+5.3%	Shares	Sole	2022-07-11
2022-03-31	$110,118	655	+111.3%	Shares	Sole	2022-04-22
2021-12-31	$41,006	310	+6.9%	Shares	Sole	2022-01-25
2021-06-30	$38,419	290	+1.8%	Shares	Sole	2021-07-13
2021-03-31	$37,785	285	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.