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Acropolis Investment Management’s Sempra SRE Stock Holding History

Acropolis Investment Management’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
Q3 		$148K Sell
1,904
-15
-0.8% -$1.3K 0.01% 322
2026
Q2 		$178K Buy
1,919
+15
+0.8% +$1.4K 0.01% 306
2026
Q1 		$185K Buy
+1,904
New +$174K 0.01% 296

Other funds holding SRE

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Acropolis Investment Management's SRE Position: Q3 2026 in Review

Acropolis Investment Management reduced its Sempra (SRE) stake by 0.78% in Q3 2026, selling an estimated $1.3K and leaving 1,904 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #322.

Acropolis Investment Management first reported a position in SRE in Q1 2026 and has held it in 3 quarters since. The position peaked at $185K in Q1 2026. 47 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Acropolis Investment Management held 1,904 shares of Sempra worth $148K as of Q3 2026.
  • Acropolis Investment Management sold 15 Sempra shares in Q3 2026, an estimated $1.3K.
  • Sempra made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #322 holding.
  • Acropolis Investment Management first reported a position in Sempra in Q1 2026 and has held it in 3 quarters since.
  • Acropolis Investment Management's Sempra position peaked at $185K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.