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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
Q2 		$283K Sell
3,056
-85
-3% -$7.91K 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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Aprio Wealth Management's SRE Position: Q2 2026 in Review

Aprio Wealth Management reduced its Sempra (SRE) stake by 2.7% in Q2 2026, selling an estimated $7.91K and leaving 3,056 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #526.

Aprio Wealth Management first reported a position in SRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $305K in Q1 2026. 506 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Aprio Wealth Management held 3,056 shares of Sempra worth $283K as of Q2 2026.
  • Aprio Wealth Management sold 85 Sempra shares in Q2 2026, an estimated $7.91K.
  • Sempra made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #526 holding.
  • Aprio Wealth Management first reported a position in Sempra in Q3 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Sempra position peaked at $305K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.