Advisor Resource Council’s Sempra SRE Stock Holding History

Advisor Resource Council’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	$2.02M	Buy	21,690 +509	+2%	+$47.3K	0.57%	29
2026 Q1	$2.06M	Sell	21,181 -2,383	-10%	-$218K	0.67%	24
2025 Q4	$2.03M	Buy	+23,564	New	+$2.15M	0.72%	23
2025 Q3	–	Sell	-23,470	Closed	-$1.78M	–	167
2025 Q2	$1.78M	Sell	23,470 -3,077	-12%	-$228K	0.69%	21
2025 Q1	$221K	Buy	+26,547	New	+$2.07M	0.02%	531
2024 Q4	–	Sell	-24,867	Closed	-$2.08M	–	249
2024 Q3	$2.08M	Buy	24,867 +442	+2%	+$35.4K	0.94%	20
2024 Q2	$1.86K	Buy	24,425 +597	+3%	+$44.1K	﹤0.01%	41
2024 Q1	$1.78M	Buy	+23,828	New	+$1.71M	0.75%	23
2023 Q4	–	Sell	-23,694	Closed	-$1.61M	–	523
2023 Q3	$1.61M	Hold	23,694	–	–	0.83%	20
2023 Q2	$1.72M	Sell	23,694 -476	-2%	-$35.8K	0.78%	20
2023 Q1	$1.87M	Buy	+24,170	New	+$1.85M	0.47%	49

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advisor Resource Council's SRE Position: Q2 2026 in Review

Advisor Resource Council increased its Sempra (SRE) stake by 2.4% in Q2 2026, buying an estimated $47.3K and bringing the position to 21,690 shares worth $2.02M. The position accounts for 0.57% of the portfolio, ranked #29.

Advisor Resource Council first reported a position in SRE in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q3 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Advisor Resource Council held 21,690 shares of Sempra worth $2.02M as of Q2 2026.
Advisor Resource Council bought 509 Sempra shares in Q2 2026, an estimated $47.3K.
Sempra made up 0.57% of Advisor Resource Council's portfolio in Q2 2026, its #29 holding.
Advisor Resource Council first reported a position in Sempra in Q1 2023 and has held it in 11 quarters since.
Advisor Resource Council's Sempra position peaked at $2.08M in Q3 2024.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.