TFC Financial Management, Inc.

Position in SRE — Sempra

CIK 1827844 BOSTON, MA

Position in SRE

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

Position Value

$5,099

-$245 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,221

of 1,283 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TFC Financial Management, Inc. holds $5,362 across 2 Utilities - Diversified names. SRE ranks #1 (95.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SRE	Sempra This page	55	$5,099
2	AES	Aes Corp	18	$263

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,099	55	0.0%	Shares	Sole	2026-07-23
2026-03-31	$5,344	55	0.0%	Shares	Sole	2026-04-23
2025-12-31	$4,855	55	0.0%	Shares	Sole	2026-01-23
2025-09-30	$4,948	55	0.0%	Shares	Sole	2025-10-24
2025-06-30	$4,167	55	+5.8%	Shares	Sole	2025-07-29
2025-03-31	$3,710	52	0.0%	Shares	Sole	2025-04-24
2024-12-31	$4,561	52	0.0%	Shares	Sole	2025-01-29
2024-09-30	$4,348	52	0.0%	Shares	Sole	2024-10-25
2024-06-30	$3,955	52	-5.5%	Shares	Sole	2024-07-23
2024-03-31	$3,950	55	+5.8%	Shares	Sole	2024-04-30
2023-12-31	$3,885	52	+136.4%	Shares	Sole	2024-01-25
2023-09-30	$1,496	22	+37.5%	Shares	Sole	2023-10-23
2023-06-30	$2,329	16	-15.8%	Shares	Sole	2023-08-07
2023-03-31	$2,872	19	+72.7%	Shares	Sole	2023-05-08
2022-12-31	$1,699	11	0.0%	Shares	Sole	2023-02-13
2022-09-30	$1,649	11	0.0%	Shares	Sole	2022-10-21
2022-06-30	$1,652	11	0.0%	Shares	Sole	2022-08-03
2022-03-31	$1,849	11	0.0%	Shares	Sole	2022-05-04
2021-12-31	$1,455	11	0.0%	Shares	Sole	2022-02-02
2021-09-30	$1,391	11	0.0%	Shares	Sole	2021-11-02
2021-06-30	$1,457	11	0.0%	Shares	Sole	2021-07-29
2021-03-31	$1,458	11	0.0%	Shares	Sole	2021-05-03
2020-12-31	$1,401	11	0.0%	Shares	Sole	2021-02-10
2020-09-30	$1,301	11	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.