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Aaron Wealth Advisors’s Sempra SRE Stock Holding History

Aaron Wealth Advisors’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$628K Buy
6,771
+569
+9% +$52.9K 0.03% 358
2026
Q1 		$603K Buy
+6,202
New +$568K 0.03% 347
2025
Q4 		– Sell
-6,610
Closed -$595K – 713
2025
Q3 		$595K Buy
6,610
+104
+2% +$8.42K 0.04% 361
2025
Q2 		$493K Sell
6,506
-419
-6% -$31.1K 0.05% 240
2025
Q1 		$494K Sell
6,925
-186
-3% -$14.5K 0.06% 221
2024
Q4 		$624K Sell
7,111
-1,193
-14% -$104K 0.07% 165
2024
Q3 		$694K Sell
8,304
-48
-0.6% -$3.84K 0.08% 152
2024
Q2 		$635K Buy
8,352
+526
+7% +$38.9K 0.09% 140
2024
Q1 		$562K Buy
7,826
+1,236
+19% +$88.6K 0.08% 151
2023
Q4 		$492K Sell
6,590
-128
-2% -$9.15K 0.08% 140
2023
Q3 		$457K Sell
6,718
-178
-3% -$12.8K 0.06% 157
2023
Q2 		$502K Sell
6,896
-798
-10% -$59.9K 0.07% 155
2023
Q1 		$582K Buy
7,694
+1,266
+20% +$97.1K 0.08% 139
2022
Q4 		$497K Buy
+6,428
New +$497K 0.07% 150
2022
Q2 		– Sell
-215,528
Closed -$641K – 748
2022
Q1 		$641K Buy
+215,528
New +$15.5M 0.01% 458

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aaron Wealth Advisors's SRE Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Sempra (SRE) stake by 9.2% in Q2 2026, buying an estimated $52.9K and bringing the position to 6,771 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #358.

Aaron Wealth Advisors first reported a position in SRE in Q1 2022 and has held it in 15 quarters since. The position peaked at $694K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Aaron Wealth Advisors held 6,771 shares of Sempra worth $628K as of Q2 2026.
  • Aaron Wealth Advisors bought 569 Sempra shares in Q2 2026, an estimated $52.9K.
  • Sempra made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #358 holding.
  • Aaron Wealth Advisors first reported a position in Sempra in Q1 2022 and has held it in 15 quarters since.
  • Aaron Wealth Advisors's Sempra position peaked at $694K in Q3 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.