JPL Wealth Management, LLC

Position in SRE — Sempra

CIK 2010710 GREENWOOD VILLAGE, CO

Position in SRE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$44,407

-$1,456 QoQ

Shares Held

479

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,084

of 1,280 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Utilities · as of Jun 30, 2026

JPL Wealth Management, LLC holds $48,489 across 4 Utilities - Diversified names. SRE ranks #1 (91.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	479	$44,407
2	AVA	Avista Corp	54	$2,209
3	UTL	Unitil Corp	35	$1,844
4	AES	Aes Corp	2	$29

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,407	479	+1.5%	Shares	Sole	2026-08-14
2026-03-31	$45,863	472	+3.5%	Shares	Sole	2026-05-08
2025-09-30	$41,030	456	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.