Ancora Advisors’s Sempra SRE Stock Holding History

Ancora 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	$32.6K	Buy	352 +312	+780%	+$29K	﹤0.01%	1183
2026 Q1	$3.89K	Hold	40	–	–	﹤0.01%	2026
2025 Q4	$3.53K	Buy	+40	New	+$3.64K	﹤0.01%	2031
2025 Q1	–	Sell	-5	Closed	-$439	–	1883
2024 Q4	$439	Hold	5	–	–	﹤0.01%	1682
2024 Q3	$418	Buy	+5	New	+$400	﹤0.01%	1643
2023 Q4	–	Sell	-162	Closed	-$11K	–	1834
2023 Q3	$11K	Hold	162	–	–	﹤0.01%	1265
2023 Q2	$11.8K	Sell	162 -6	-4%	-$451	﹤0.01%	1249
2023 Q1	$12.7K	Hold	168	–	–	﹤0.01%	1226
2022 Q4	$13K	Hold	168	–	–	﹤0.01%	1281
2022 Q3	$13K	Hold	168	–	–	﹤0.01%	1436
2022 Q2	$13K	Hold	168	–	–	﹤0.01%	1541
2022 Q1	$14K	Hold	168	–	–	﹤0.01%	1647
2021 Q4	$11K	Sell	168 -46	-21%	-$2.92K	﹤0.01%	1770
2021 Q3	$14K	Buy	214 +46	+27%	+$3.04K	﹤0.01%	1593
2021 Q2	$11K	Hold	168	–	–	﹤0.01%	1510
2021 Q1	$11K	Hold	168	–	–	﹤0.01%	1436
2020 Q4	$11K	Hold	168	–	–	﹤0.01%	1188
2020 Q3	$10K	Hold	168	–	–	﹤0.01%	1146
2020 Q2	$10K	Hold	168	–	–	﹤0.01%	1118
2020 Q1	$9K	Buy	+168	New	+$11.9K	﹤0.01%	1207

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

Ancora Advisors's SRE Position: Q2 2026 in Review

Ancora Advisors increased its Sempra (SRE) stake by 780% in Q2 2026, buying an estimated $29K and bringing the position to 352 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Ancora Advisors first reported a position in SRE in Q1 2020 and has held it in 20 quarters since. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Ancora Advisors held 352 shares of Sempra worth $32.6K as of Q2 2026.
Ancora Advisors bought 312 Sempra shares in Q2 2026, an estimated $29K.
Sempra made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1183 holding.
Ancora Advisors first reported a position in Sempra in Q1 2020 and has held it in 20 quarters since.
1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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