Wedmont Private Capital

Position in SRE — Sempra

CIK 1904274 WEST CHESTER, PA

Position in SRE

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$432,770

+$23,588 QoQ

Shares Held

4,668

+10.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#726

of 1,283 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wedmont Private Capital holds $668,458 across 2 Utilities - Diversified names. SRE ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SRE	Sempra This page	4,668	$432,770
2	AES	Aes Corp	16,077	$235,688

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,770	4,668	+10.9%	Shares	Sole	2026-07-13
2026-03-31	$409,182	4,211	+14.1%	Shares	Sole	2026-04-09
2025-12-31	$325,878	3,691	-40.9%	Shares	Sole	2026-01-08
2025-09-30	$562,375	6,250	+9.6%	Shares	Sole	2025-10-08
2025-06-30	$431,889	5,700	+7.5%	Shares	Sole	2025-07-10
2025-03-31	$378,350	5,302	-13.1%	Shares	Sole	2025-04-14
2024-12-31	$535,267	6,102	+6.8%	Shares	Sole	2025-01-13
2024-09-30	$478,029	5,716	+5.9%	Shares	Sole	2024-10-08
2024-06-30	$410,571	5,398	+13.8%	Shares	Sole	2024-07-15
2024-03-31	$340,689	4,743	-16.8%	Shares	Sole	2024-04-10
2023-12-31	$426,185	5,703	+20.2%	Shares	Sole	2024-01-09
2023-09-30	$322,870	4,746	+89.8%	Shares	Sole	2023-10-10
2023-06-30	$363,975	2,500	+7.0%	Shares	Sole	2023-07-17
2023-03-31	$353,260	2,337	-3.8%	Shares	Sole	2023-04-11
2022-12-31	$375,377	2,429	-0.4%	Shares	Sole	2023-01-09
2022-09-30	$365,703	2,439	+55.4%	Shares	Sole	2022-10-03
2022-06-30	$235,773	1,569	+12.6%	Shares	Sole	2022-07-11
2022-03-31	$234,359	1,394	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.