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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

SRE holding history

Sempra in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q2 2026)
8,833
Value
$818.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SRE by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,833$818.9K<0.1%−1,042−10.6%ReducedHolders
Q1 20269,875$959.5K<0.1%+148+1.5%AddedHolders
Q4 20259,727$858.8K<0.1%−61−0.6%ReducedHolders
Q3 20259,788$880.7K<0.1%−727−6.9%ReducedHolders
Q2 202510,515$796.7K<0.1%−347−3.2%ReducedHolders
Q1 202510,862$775.1K<0.1%+328+3.1%AddedHolders
Q4 202410,534$924.1K<0.1%−55−0.5%ReducedHolders
Q3 202410,589$885.6K<0.1%+112+1.1%AddedHolders
Q2 202410,477$796.9K<0.1%+292+2.9%AddedHolders
Q1 202410,185$731.6K<0.1%+172+1.7%AddedHolders
Q4 202310,013$748.3K<0.1%+353+3.7%AddedHolders
Q3 20239,660$657.2K<0.1%−1,558−13.9%ReducedConverted for a 2-for-1 splitHolders
Q2 20235,609$816.6K<0.1%+1,248+28.6%AddedHolders
Q1 20234,361$659.2K<0.1%−598−12.1%ReducedHolders
Q4 20224,959$766.4K<0.1%00.0%UnchangedHolders
Q3 20224,959$744.0K<0.1%+34+0.7%AddedHolders
Q2 20224,925$740.0K<0.1%+2,887+141.7%AddedHolders
Q1 20222,038$343.0K<0.1%+127+6.6%AddedHolders
Q4 20211,911$253.0K<0.1%−44−2.3%ReducedHolders
Q3 20211,955$247.0K<0.1%+249+14.6%AddedHolders
Q2 20211,706$226.0K<0.1%+24+1.4%AddedHolders
Q1 20211,682$223.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.