Position in SRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,086,902
-$121,772 QoQ
Shares Held
22,510
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#427
of 1,280 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $2,254,333 across 2 Utilities - Diversified names. SRE ranks #1 (92.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
22,510 | $2,086,902 | |
| 2 | AES |
Aes Corp
|
11,421 | $167,431 |
All Filings in SRE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,086,902 | 22,510 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,208,674 | 22,730 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,010,363 | 22,770 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,057,842 | 22,870 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,748,013 | 23,070 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,645,418 | 23,058 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,830,014 | 20,862 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,758,069 | 21,022 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,598,933 | 21,022 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,523,226 | 21,206 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,632,103 | 21,840 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,482,577 | 21,793 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,368,400 | 9,399 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,368,300 | 9,052 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,388,850 | 8,987 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,250,049 | 8,337 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,245,287 | 8,287 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,393,210 | 8,287 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,085,621 | 8,207 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,063,485 | 8,407 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,113,759 | 8,407 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,114,600 | 8,407 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $815,041 | 6,397 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $757,148 | 6,397 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||