Farther Finance Advisors, LLC

Position in SRE — Sempra

CIK 1992825 SAN FRANCISCO, CA

Position in SRE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,634,662

-$1,486 QoQ

Shares Held

17,632

+4.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#461

of 1,280 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $2,436,404 across 6 Utilities - Diversified names. SRE ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	17,632	$1,634,662
2	AES	Aes Corp	25,300	$370,898
3	AVA	Avista Corp	6,233	$254,992
4	BIPH	Brookfield Infrastructure Partners L.P.	8,018	$123,637
5	AQN	Algonquin Power & Utilities Corp.	5,323	$31,192
6	UTL	Unitil Corp	399	$21,023

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,634,662	17,632	+4.7%	Shares	Sole	2026-07-17
2026-03-31	$1,636,148	16,838	+14.7%	Shares	Sole	2026-04-07
2025-12-31	$1,296,097	14,680	+73.5%	Shares	Sole	2026-01-23
2025-09-30	$761,320	8,461	+77.5%	Shares	Sole	2025-10-14
2025-06-30	$361,195	4,767	-8.2%	Shares	Sole	2025-07-11
2025-03-31	$370,429	5,191	+65.1%	Shares	Sole	2025-04-14
2024-12-31	$275,879	3,145	-52.8%	Shares	Sole	2025-02-10
2024-09-30	$557,477	6,666	+9.4%	Shares	Sole	2024-10-29
2024-06-30	$463,509	6,094	-6.6%	Shares	Sole	2024-07-31
2024-03-31	$468,475	6,522	+7.3%	Shares	Sole	2024-05-14
2023-12-31	$454,059	6,076	+29.4%	Shares	Sole	2024-02-15
2023-09-30	$319,468	4,696	+2678.7%	Shares	Sole	2023-11-14
2023-06-30	$24,604	169	+13.4%	Shares	Sole	2024-05-14
2023-03-31	$22,522	149	+15.5%	Shares	Sole	2024-05-14
2022-12-31	$19,935	129	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.