Apriem Advisors’s Sempra SRE Stock Holding History

Apriem 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	$1.53M	Buy	16,461 +125	+0.8%	+$11.6K	0.13%	80
2026 Q1	$1.59M	Hold	16,336	–	–	0.15%	78
2025 Q4	$1.44M	Sell	16,336 -30	-0.2%	-$2.73K	0.13%	77
2025 Q3	$1.47M	Buy	+16,366	New	+$1.33M	0.14%	76
2018 Q3	–	Sell	-2,000	Closed	-$116K	–	344
2018 Q2	$116K	Buy	+2,000	New	+$109K	0.03%	160
2017 Q2	–	Sell	-2,620	Closed	-$145K	–	483
2017 Q1	$145K	Hold	2,620	–	–	0.04%	149
2016 Q4	$132K	Sell	2,620 -280	-10%	-$14.3K	0.04%	142
2016 Q3	$155K	Sell	2,900 -450	-13%	-$24.5K	0.05%	131
2016 Q2	$191K	Hold	3,350	–	–	0.06%	117
2016 Q1	$174K	Hold	3,350	–	–	0.07%	104
2015 Q4	$157K	Hold	3,350	–	–	0.06%	111
2015 Q3	$162K	Hold	3,350	–	–	0.06%	105
2015 Q2	$166K	Sell	3,350 -134	-4%	-$7.09K	0.06%	106
2015 Q1	$190K	Hold	3,484	–	–	0.07%	104
2014 Q4	$194K	Hold	3,484	–	–	0.07%	93
2014 Q3	$184K	Sell	3,484 -246	-7%	-$12.7K	0.07%	102
2014 Q2	$195K	Buy	3,730 +2	+0.1%	+$99	0.07%	118
2014 Q1	$180K	Hold	3,728	–	–	0.07%	122
2013 Q4	$167K	Buy	3,728 +2	+0.1%	+$89	0.07%	119
2013 Q3	$159K	Sell	3,726 -648	-15%	-$27.5K	0.07%	117
2013 Q2	$179K	Buy	+4,374	New	+$178K	0.09%	106

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

Apriem Advisors's SRE Position: Q2 2026 in Review

Apriem Advisors increased its Sempra (SRE) stake by 0.77% in Q2 2026, buying an estimated $11.6K and bringing the position to 16,461 shares worth $1.53M. The position accounts for 0.13% of the portfolio, ranked #80.

Apriem Advisors first reported a position in SRE in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.59M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Apriem Advisors held 16,461 shares of Sempra worth $1.53M as of Q2 2026.
Apriem Advisors bought 125 Sempra shares in Q2 2026, an estimated $11.6K.
Sempra made up 0.13% of Apriem Advisors's portfolio in Q2 2026, its #80 holding.
Apriem Advisors first reported a position in Sempra in Q2 2013 and has held it in 21 quarters since.
Apriem Advisors's Sempra position peaked at $1.59M in Q1 2026.
1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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