Aprio Wealth Management
SRE icon

Aprio Wealth Management’s Sempra SRE Stock Holding History

Aprio Wealth Management’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
Q3 		$245K Buy
3,140
+84
+3% +$7.26K 0.01% 572
2026
Q2 		$283K Sell
3,056
-85
-3% -$7.9K 0.01% 526
2026
Q1 		$305K Sell
3,141
-46
-1% -$4.21K 0.02% 480
2025
Q4 		$291K Buy
3,187
+629
+25% +$57.3K 0.02% 444
2025
Q3 		$230K Buy
+2,558
New +$207K 0.02% 391

Other funds holding SRE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Aprio Wealth Management's SRE Position: Q3 2026 in Review

Aprio Wealth Management increased its Sempra (SRE) stake by 2.7% in Q3 2026, buying an estimated $7.26K and bringing the position to 3,140 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #572.

Aprio Wealth Management first reported a position in SRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $305K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Aprio Wealth Management held 3,140 shares of Sempra worth $245K as of Q3 2026.
  • Aprio Wealth Management bought 84 Sempra shares in Q3 2026, an estimated $7.26K.
  • Sempra made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #572 holding.
  • Aprio Wealth Management first reported a position in Sempra in Q3 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Sempra position peaked at $305K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.