Bell Investment Advisors, Inc

Position in SRE — Sempra

CIK 1890149 ORINDA, CA

Position in SRE

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

Position Value

$24,753

-$705 QoQ

Shares Held

267

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,128

of 1,283 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $47,577 across 5 Utilities - Diversified names. SRE ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	267	$24,753
2	BIPH	Brookfield Infrastructure Partners L.P.	461	$7,108
3	AVA	Avista Corp	161	$6,586
4	AES	Aes Corp	427	$6,259
5	AQN	Algonquin Power & Utilities Corp.	490	$2,871

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,753	267	+1.9%	Shares	Sole	2026-08-07
2026-03-31	$25,458	262	+79.5%	Shares	Sole	2026-04-17
2025-12-31	$12,890	146	0.0%	Shares	Sole	2026-02-24
2025-09-30	$13,137	146	-26.6%	Shares	Sole	2025-11-21
2025-06-30	$15,078	199	+26.8%	Shares	Sole	2025-08-11
2025-03-31	$11,203	157	+8.3%	Shares	Sole	2025-05-16
2024-12-31	$12,719	145	-8.2%	Shares	Sole	2025-02-07
2024-09-30	$13,213	158	-7.6%	Shares	Sole	2024-11-13
2024-06-30	$13,006	171	+6.2%	Shares	Sole	2024-08-08
2024-03-31	$11,564	161	-27.1%	Shares	Sole	2024-05-08
2023-12-31	$16,515	221	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$14,898	219	+119.0%	Shares	Sole	2023-11-08
2023-06-30	$14,559	100	+6.4%	Shares	Sole	2023-08-09
2023-03-31	$14,209	94	+5.6%	Shares	Sole	2023-05-10
2022-12-31	$13,754	89	-7.3%	Shares	Sole	2023-02-09
2022-09-30	$14,394	96	+5.5%	Shares	Sole	2022-11-09
2022-06-30	$13,674	91	+49.2%	Shares	Sole	2022-08-12
2021-12-31	$8,069	61	-46.5%	Shares	Sole	2022-02-14
2021-09-30	$14,421	114	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.