Position in SRE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$746,964
+$40,344 QoQ
Shares Held
8,057
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#601
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $748,708 across 2 Utilities - Diversified names. SRE ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
8,057 | $746,964 | |
| 2 | AES |
Aes Corp
|
119 | $1,744 |
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,964 | 8,057 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $706,620 | 7,272 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $665,000 | 7,532 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $674,310 | 7,494 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $615,858 | 8,128 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $597,711 | 8,376 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $816,322 | 9,306 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $797,495 | 9,536 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $776,724 | 10,212 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $737,334 | 10,265 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $734,147 | 9,824 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $629,413 | 9,252 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $693,881 | 4,766 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $725,719 | 4,801 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $736,074 | 4,763 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $719,861 | 4,801 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $722,498 | 4,808 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $804,958 | 4,788 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $636,134 | 4,809 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $678,546 | 5,364 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $715,127 | 5,398 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $729,190 | 5,500 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $673,744 | 5,288 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $624,940 | 5,280 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $632,338 | 5,394 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $634,325 | 5,614 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||