Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$396,981
+$137,832 QoQ
Shares Held
4,282
+60.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#748
of 1,280 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $559,162 across 2 Utilities - Diversified names. SRE ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
4,282 | $396,981 | |
| 2 | AES |
Aes Corp
|
11,063 | $162,181 |
All Filings in SRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,981 | 4,282 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $259,149 | 2,667 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||