HARBOUR INVESTMENTS, INC.

Position in SRE — Sempra

CIK 810121 MADISON, WI

Position in SRE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$587,874

-$72,396 QoQ

Shares Held

6,341

-6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#651

of 1,283 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HARBOUR INVESTMENTS, INC. holds $737,674 across 6 Utilities - Diversified names. SRE ranks #1 (79.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	6,341	$587,874
2	AES	Aes Corp	3,562	$52,218
3	BIPH	Brookfield Infrastructure Partners L.P.	3,372	$51,996
4	UTL	Unitil Corp	738	$38,885
5	AVA	Avista Corp	128	$5,236
6	AQN	Algonquin Power & Utilities Corp.	250	$1,465

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$587,874	6,341	-6.7%	Shares	Sole	2026-08-12
2026-03-31	$660,270	6,795	+31.5%	Shares	Sole	2026-05-15
2025-12-31	$456,106	5,166	-1.9%	Shares	Sole	2026-02-09
2025-09-30	$473,654	5,264	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$393,397	5,192	-6.8%	Shares	Sole	2025-07-28
2025-03-31	$397,403	5,569	+6.0%	Shares	Sole	2025-05-08
2024-12-31	$460,705	5,252	+0.2%	Shares	Sole	2025-02-10
2024-09-30	$438,555	5,244	-0.7%	Shares	Sole	2024-11-04
2024-06-30	$401,672	5,281	+4.0%	Shares	Sole	2024-07-26
2024-03-31	$364,824	5,079	-1.5%	Shares	Sole	2024-07-22
2023-12-31	$385,307	5,156	+2.0%	Shares	Sole	2024-02-16
2023-09-30	$343,823	5,054	+100.8%	Shares	Sole	2023-11-15
2023-06-30	$366,450	2,517	-0.2%	Shares	Sole	2023-08-15
2023-03-31	$381,074	2,521	+12.5%	Shares	Sole	2023-05-15
2022-12-31	$346,324	2,241	-0.9%	Shares	Sole	2023-02-16
2022-09-30	$339,164	2,262	0.0%	Shares	Sole	2022-11-15
2022-06-30	$339,910	2,262	-2.7%	Shares	Sole	2022-08-15
2021-12-31	$307,418	2,324	-43.8%	Shares	Sole	2022-02-16
2021-09-30	$522,698	4,132	-3.4%	Shares	Sole	2021-11-15
2021-06-30	$566,616	4,277	+14.4%	Shares	Sole	2021-08-16
2021-03-31	$495,849	3,740	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.