UMB Bank, n.a.

Position in SRE — Sempra

CIK 933429 Kansas City, MO

Position in SRE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,337,063

-$60,532 QoQ

Shares Held

14,422

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#495

of 1,280 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Utilities · as of Jun 30, 2026

UMB Bank, n.a. holds $1,503,228 across 4 Utilities - Diversified names. SRE ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	14,422	$1,337,063
2	AES	Aes Corp	8,377	$122,806
3	AVA	Avista Corp	716	$29,291
4	UTL	Unitil Corp	267	$14,068

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,337,063	14,422	+0.3%	Shares	Defined	2026-08-13
2026-03-31	$1,397,595	14,383	+0.4%	Shares	Defined	2026-05-11
2025-12-31	$1,265,018	14,328	+0.3%	Shares	Defined	2026-02-13
2025-09-30	$1,285,184	14,283	-0.5%	Shares	Defined	2025-11-04
2025-06-30	$1,087,223	14,349	+3.1%	Shares	Defined	2025-07-11
2025-03-31	$992,688	13,911	+4.0%	Shares	Defined	2025-04-14
2024-12-31	$1,173,780	13,381	+2.9%	Shares	Defined	2025-01-16
2024-09-30	$1,087,774	13,007	+3.5%	Shares	Defined	2024-10-09
2024-06-30	$956,301	12,573	-6.1%	Shares	Defined	2024-07-29
2024-03-31	$961,874	13,391	-5.0%	Shares	Defined	2024-04-26
2023-12-31	$1,053,095	14,092	-0.1%	Shares	Defined	2024-01-23
2023-09-30	$959,359	14,102	+100.0%	Shares	Defined	2023-10-18
2023-06-30	$1,026,555	7,051	0.0%	Shares	Defined	2023-07-25
2023-03-31	$1,065,829	7,051	-0.5%	Shares	Defined	2023-04-11
2022-12-31	$1,095,224	7,087	0.0%	Shares	Defined	2023-01-10
2022-09-30	$1,062,623	7,087	-0.2%	Shares	Defined	2022-10-13
2022-06-30	$1,067,517	7,104	-3.7%	Shares	Defined	2022-07-20
2022-03-31	$1,240,557	7,379	0.0%	Shares	Defined	2022-04-22
2021-12-31	$976,093	7,379	+0.3%	Shares	Defined	2022-02-09
2021-09-30	$930,407	7,355	+0.5%	Shares	Sole	2021-10-18
2021-06-30	$969,886	7,321	0.0%	Shares	Sole	2021-07-26
2021-03-31	$970,618	7,321	+0.3%	Shares	Sole	2021-04-15
2020-12-31	$929,710	7,297	-4.7%	Shares	Sole	2021-02-04
2020-09-30	$906,164	7,656	0.0%	Shares	Sole	2020-10-16
2020-06-30	$897,512	7,656	+0.4%	Shares	Sole	2020-07-16
2020-03-31	$861,887	7,628	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.