Alaethes Wealth’s Sempra SRE Stock Holding History

Alaethes Wealth’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 Q1	$2.21M	Buy	22,737 +15,811	+228%	+$1.45M	0.63%	47
2025 Q4	$616K	Buy	+6,926	New	+$631K	0.17%	86

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alaethes Wealth's SRE Position: Q1 2026 in Review

Alaethes Wealth increased its Sempra (SRE) stake by 228% in Q1 2026, buying an estimated $1.45M and bringing the position to 22,737 shares worth $2.21M. The position accounts for 0.63% of the portfolio, ranked #47.

Alaethes Wealth first reported a position in SRE in Q4 2025 and has held it in 2 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Alaethes Wealth held 22,737 shares of Sempra worth $2.21M as of Q1 2026.
Alaethes Wealth bought 15,811 Sempra shares in Q1 2026, an estimated $1.45M.
Sempra made up 0.63% of Alaethes Wealth's portfolio in Q1 2026, its #47 holding.
Alaethes Wealth first reported a position in Sempra in Q4 2025 and has held it in 2 quarters since.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.