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Ares Financial Consulting’s Sempra SRE Stock Holding History

Ares Financial Consulting’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 		$28K Buy
302
+1
+0.3% +$93 0.02% 344
2026
Q1 		$29.3K Buy
301
+1
+0.3% +$92 0.02% 312
2025
Q4 		$26.5K Buy
+300
New +$27.3K 0.03% 228

Other funds holding SRE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Ares Financial Consulting's SRE Position: Q2 2026 in Review

Ares Financial Consulting increased its Sempra (SRE) stake by 0.33% in Q2 2026, buying an estimated $93 and bringing the position to 302 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #344.

Ares Financial Consulting first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.3K in Q1 2026. 644 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Ares Financial Consulting held 302 shares of Sempra worth $28K as of Q2 2026.
  • Ares Financial Consulting bought 1 Sempra share in Q2 2026, an estimated $93.
  • Sempra made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #344 holding.
  • Ares Financial Consulting first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Sempra position peaked at $29.3K in Q1 2026.
  • 644 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.