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 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 $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

Ancora Advisors's SRE Position: Q1 2026 in Review

Ancora Advisors held its Sempra (SRE) position steady in Q1 2026 at 40 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Ancora Advisors first reported a position in SRE in Q1 2020 and has held it in 19 quarters since. The position peaked at $14K in Q1 2022. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Ancora Advisors held 40 shares of Sempra worth $3.89K as of Q1 2026.
Ancora Advisors left its Sempra share count unchanged in Q1 2026.
Sempra made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #2026 holding.
Ancora Advisors first reported a position in Sempra in Q1 2020 and has held it in 19 quarters since.
Ancora Advisors's Sempra position peaked at $14K in Q1 2022.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.