Spire Wealth Management

Position in SRE — Sempra

CIK 1858740 MCLEAN, VA

Position in SRE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$21,045

-$21,418 QoQ

Shares Held

227

-48.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,140

of 1,283 holders

Holding Since

Mar 2021

22 quarters on record

Utilities · as of Jun 30, 2026

Spire Wealth Management holds $54,200 across 3 Utilities - Diversified names. SRE ranks #2 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	1,660	$24,335
2	SRE	Sempra This page	227	$21,045
3	BIPH	Brookfield Infrastructure Partners L.P.	572	$8,820

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,045	227	-48.1%	Shares	Sole	2026-07-15
2026-03-31	$42,463	437	+55.0%	Shares	Sole	2026-04-22
2025-12-31	$24,897	282	-46.2%	Shares	Sole	2026-01-14
2025-09-30	$47,149	524	-20.5%	Shares	Sole	2025-10-23
2025-06-30	$49,932	659	-35.8%	Shares	Sole	2025-08-04
2025-03-31	$73,215	1,026	+44.7%	Shares	Sole	2025-04-23
2024-12-31	$62,193	709	+43.5%	Shares	Sole	2025-01-24
2024-09-30	$41,313	494	-17.5%	Shares	Sole	2024-10-15
2024-06-30	$45,559	599	-4.3%	Shares	Sole	2024-07-31
2024-03-31	$44,965	626	-28.9%	Shares	Sole	2024-04-24
2023-12-31	$65,837	881	+113.8%	Shares	Sole	2024-02-06
2023-09-30	$28,028	412	+85.6%	Shares	Sole	2023-11-08
2023-06-30	$32,320	222	-24.0%	Shares	Sole	2023-08-09
2023-03-31	$44,138	292	+70.8%	Shares	Sole	2023-05-09
2022-12-31	$26,426	171	0.0%	Shares	Sole	2023-02-03
2022-09-30	$25,639	171	-89.9%	Shares	Sole	2022-11-07
2022-06-30	$255,158	1,698	+128.5%	Shares	Sole	2022-07-22
2022-03-31	$124,913	743	-64.8%	Shares	Sole	2022-04-18
2021-12-31	$278,978	2,109	+162.6%	Shares	Sole	2022-01-14
2021-09-30	$101,579	803	-20.7%	Shares	Sole	2021-10-22
2021-06-30	$134,202	1,013	-47.8%	Shares	Sole	2021-07-26
2021-03-31	$257,337	1,941	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.