Position in SRE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$721,283
-$90,669 QoQ
Shares Held
7,780
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#607
of 1,280 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $721,283 across 1 Utilities - Diversified name. SRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
7,780 | $721,283 |
All Filings in SRE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,283 | 7,780 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $811,952 | 8,356 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $739,075 | 8,371 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,239,204 | 13,772 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,172,692 | 15,477 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,037,645 | 14,541 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,294,133 | 14,753 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,113,700 | 13,317 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,393,191 | 18,317 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,585,575 | 22,074 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $831,595 | 11,128 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $922,826 | 13,565 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,773,926 | 19,053 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,570,929 | 17,008 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,814,145 | 11,739 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,627,598 | 10,855 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,520,882 | 10,121 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,761,561 | 10,478 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,127,422 | 8,523 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $825,159 | 6,523 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $610,467 | 4,608 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $416,698 | 3,143 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||