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Advyzon Investment Management’s Sempra SRE Stock Holding History

Advyzon 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
Q2 		$488K Buy
5,264
+798
+18% +$74.2K 0.04% 485
2026
Q1 		$434K Buy
+4,466
New +$409K 0.04% 443

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

Advyzon Investment Management's SRE Position: Q2 2026 in Review

Advyzon Investment Management increased its Sempra (SRE) stake by 18% in Q2 2026, buying an estimated $74.2K and bringing the position to 5,264 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #485.

Advyzon Investment Management first reported a position in SRE in Q1 2026 and has held it in 2 quarters since. 1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Advyzon Investment Management held 5,264 shares of Sempra worth $488K as of Q2 2026.
  • Advyzon Investment Management bought 798 Sempra shares in Q2 2026, an estimated $74.2K.
  • Sempra made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #485 holding.
  • Advyzon Investment Management first reported a position in Sempra in Q1 2026 and has held it in 2 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.