ACTION POINT FINANCIAL PLANNING, LLC

Position in SRE — Sempra

CIK 2116119 GRAND RAPIDS, MI

Position in SRE

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

Position Value

$10,843

New position

Shares Held

117

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,186

of 1,283 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $48,789 across 5 Utilities - Diversified names. SRE ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVA	Avista Corp	386	$15,786
2	AES	Aes Corp	1,023	$14,992
3	SRE	Sempra This page	117	$10,843
4	BIPH	Brookfield Infrastructure Partners L.P.	300	$4,626
5	AQN	Algonquin Power & Utilities Corp.	434	$2,542

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,843	117	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.