AIMZ Investment Advisors’s Sempra SRE Stock Holding History

AIMZ Investment 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	$409K	Sell	4,410 -500	-10%	-$46.5K	0.11%	108
2026 Q1	$477K	Hold	4,910	–	–	0.15%	97
2025 Q4	$434K	Hold	4,910	–	–	0.12%	102
2025 Q3	$442K	Hold	4,910	–	–	0.14%	96
2025 Q2	$372K	Hold	4,910	–	–	0.12%	102
2025 Q1	$350K	Hold	4,910	–	–	0.12%	102
2024 Q4	$431K	Hold	4,910	–	–	0.15%	94
2024 Q3	$411K	Hold	4,910	–	–	0.14%	93
2024 Q2	$373K	Hold	4,910	–	–	0.13%	95
2024 Q1	$353K	Hold	4,910	–	–	0.13%	95
2023 Q4	$367K	Hold	4,910	–	–	0.15%	90
2023 Q3	$334K	Hold	4,910	–	–	0.15%	90
2023 Q2	$357K	Hold	4,910	–	–	0.15%	91
2023 Q1	$371K	Hold	4,910	–	–	0.17%	85
2022 Q4	$379K	Hold	4,910	–	–	0.18%	84
2022 Q3	$368K	Hold	4,910	–	–	0.19%	82
2022 Q2	$369K	Hold	4,910	–	–	0.18%	83
2022 Q1	$413K	Hold	4,910	–	–	0.17%	87
2021 Q4	$325K	Hold	4,910	–	–	0.13%	99
2021 Q3	$311K	Hold	4,910	–	–	0.14%	100
2021 Q2	$325K	Hold	4,910	–	–	0.15%	97
2021 Q1	$325K	Hold	4,910	–	–	0.16%	92
2020 Q4	$313K	Buy	+4,910	New	+$316K	0.16%	91

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

AIMZ Investment Advisors's SRE Position: Q2 2026 in Review

AIMZ Investment Advisors reduced its Sempra (SRE) stake by 10% in Q2 2026, selling an estimated $46.5K and leaving 4,410 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #108.

AIMZ Investment Advisors first reported a position in SRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $477K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

AIMZ Investment Advisors held 4,410 shares of Sempra worth $409K as of Q2 2026.
AIMZ Investment Advisors sold 500 Sempra shares in Q2 2026, an estimated $46.5K.
Sempra made up 0.11% of AIMZ Investment Advisors's portfolio in Q2 2026, its #108 holding.
AIMZ Investment Advisors first reported a position in Sempra in Q4 2020 and has held it in 23 quarters since.
AIMZ Investment Advisors's Sempra position peaked at $477K in Q1 2026.
1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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