MERCER GLOBAL ADVISORS INC /ADV

Position in SRE — Sempra

CIK 853758 DENVER, CO

Position in SRE

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$10,019,633

+$1,547,284 QoQ

Shares Held

108,075

+24.0% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#233

of 1,280 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Utilities · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $15,564,968 across 5 Utilities - Diversified names. SRE ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	108,075	$10,019,633
2	AES	Aes Corp	205,339	$3,010,269
3	AVA	Avista Corp	30,618	$1,252,582
4	UTL	Unitil Corp	16,622	$875,813
5	BIPH	Brookfield Infrastructure Partners L.P.	26,373	$406,671

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,019,633	108,075	+24.0%	Shares	Sole	2026-08-19
2026-03-31	$8,472,349	87,191	+13.3%	Shares	Sole	2026-05-15
2025-12-31	$6,791,973	76,928	-6.8%	Shares	Sole	2026-02-18
2025-09-30	$7,425,599	82,525	+30.8%	Shares	Sole	2025-11-14
2025-06-30	$4,781,314	63,103	-8.7%	Shares	Sole	2025-08-14
2025-03-31	$4,930,048	69,087	+3.9%	Shares	Sole	2025-05-15
2024-12-31	$5,833,116	66,497	-5.0%	Shares	Sole	2025-02-14
2024-09-30	$5,854,267	70,002	+11.7%	Shares	Sole	2024-11-14
2024-06-30	$3,160,121	62,661	-0.1%	Shares	Sole	2024-08-12
2024-03-31	$4,505,895	62,730	+40.8%	Shares	Sole	2024-05-15
2023-12-31	$3,330,043	44,561	-5.9%	Shares	Sole	2024-02-15
2023-09-30	$3,221,628	47,356	+114.3%	Shares	Sole	2023-11-15
2023-06-30	$3,217,830	22,102	+0.2%	Shares	Sole	2023-08-14
2023-03-31	$3,334,891	22,062	-1.1%	Shares	Sole	2023-05-16
2022-12-31	$3,447,169	22,306	+10.4%	Shares	Sole	2023-02-09
2022-09-30	$3,029,837	20,207	-5.0%	Shares	Sole	2022-11-15
2022-06-30	$3,196,393	21,271	-10.8%	Shares	Sole	2022-08-10
2022-03-31	$4,009,157	23,847	+6.6%	Shares	Sole	2022-05-10
2021-12-31	$2,958,177	22,363	+31.4%	Shares	Sole	2022-02-04
2021-09-30	$2,152,271	17,014	+145.0%	Shares	Sole	2021-11-10
2021-06-30	$920,073	6,945	+0.5%	Shares	Sole	2021-08-10
2021-03-31	$916,392	6,912	+29.4%	Shares	Sole	2021-08-10
2020-12-31	$680,751	5,343	-15.0%	Shares	Sole	2021-02-12
2020-09-30	$743,655	6,283	-1.3%	Shares	Sole	2020-12-10
2020-06-30	$746,168	6,365	+3.6%	Shares	Sole	2020-08-10
2020-03-31	$693,871	6,141	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.