Arcadia Investment Management’s Sempra SRE Stock Holding History

Arcadia Investment 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 Q1	–	Sell	-2	Closed	-$177	–	388
2025 Q4	$177	Buy	+2	New	+$182	﹤0.01%	357

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Arcadia Investment Management's SRE Position: Q1 2026 in Review

Arcadia Investment Management sold out of Sempra (SRE) in Q1 2026, closing a stake of 2 shares — an estimated $177 sold.

Arcadia Investment Management first reported a position in SRE in Q4 2025 and held it in 1 quarter. The position peaked at $177 in Q4 2025. 1,271 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Arcadia Investment Management reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
Arcadia Investment Management sold 2 Sempra shares in Q1 2026, an estimated $177.
Arcadia Investment Management first reported a position in Sempra in Q4 2025 and held it in 1 quarter.
Arcadia Investment Management's Sempra position peaked at $177 in Q4 2025.
1,271 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.