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Acumen Wealth Advisors’s Sempra SRE Stock Holding History

Acumen 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 		$4.76K Sell
51
-85
-63% -$7.91K ﹤0.01% 404
2026
Q1 		$13.3K Sell
136
-78
-36% -$7.14K ﹤0.01% 266
2025
Q4 		$19.1K Buy
+214
New +$19.5K 0.01% 230

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

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

Acumen Wealth Advisors reduced its Sempra (SRE) stake by 63% in Q2 2026, selling an estimated $7.91K and leaving 51 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Acumen Wealth Advisors first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.1K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Acumen Wealth Advisors held 51 shares of Sempra worth $4.76K as of Q2 2026.
  • Acumen Wealth Advisors sold 85 Sempra shares in Q2 2026, an estimated $7.91K.
  • Sempra made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #404 holding.
  • Acumen Wealth Advisors first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Sempra position peaked at $19.1K in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.