Atlas Capital Advisors’s Sempra SRE Stock Holding History

Atlas Capital 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	$7.42K	Buy	80 +43	+116%	+$4K	﹤0.01%	908
2026 Q1	$3.6K	Buy	37 +23	+164%	+$2.1K	﹤0.01%	851
2025 Q4	$1.24K	Buy	+14	New	+$1.27K	﹤0.01%	882
2025 Q2	$1.06K	Hold	14	–	–	﹤0.01%	880
2025 Q1	$999	Hold	14	–	–	﹤0.01%	923
2024 Q4	$1.23K	Hold	14	–	–	﹤0.01%	884
2024 Q3	$1.17K	Hold	14	–	–	﹤0.01%	844
2024 Q2	$1.06K	Hold	14	–	–	﹤0.01%	850
2024 Q1	$1K	Hold	14	–	–	﹤0.01%	834
2023 Q4	$1.05K	Hold	14	–	–	﹤0.01%	846
2023 Q3	$952	Hold	14	–	–	﹤0.01%	828
2023 Q2	$1.02K	Hold	14	–	–	﹤0.01%	842
2023 Q1	$1.06K	Hold	14	–	–	﹤0.01%	853
2022 Q4	$1.08K	Sell	14 -518	-97%	-$40.1K	﹤0.01%	852
2022 Q3	$39.9K	Buy	532 +4	+0.8%	+$324	0.01%	566
2022 Q2	$39.7K	Buy	528 +472	+843%	+$37.9K	0.01%	596
2022 Q1	$4.71K	Buy	56 +42	+300%	+$3.02K	﹤0.01%	801
2021 Q4	$925	Hold	14	–	–	﹤0.01%	881
2021 Q3	$885	Hold	14	–	–	﹤0.01%	897
2021 Q2	$927	Buy	+14	New	+$958	﹤0.01%	904
2020 Q1	–	Sell	-122	Closed	-$9.24K	–	706
2019 Q4	$9.24K	Sell	122 -818	-87%	-$60K	﹤0.01%	587
2019 Q3	$69.4K	Buy	+940	New	+$65.8K	0.02%	429

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

Atlas Capital Advisors's SRE Position: Q2 2026 in Review

Atlas Capital Advisors increased its Sempra (SRE) stake by 116% in Q2 2026, buying an estimated $4K and bringing the position to 80 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Atlas Capital Advisors first reported a position in SRE in Q3 2019 and has held it in 22 quarters since. The position peaked at $69.4K in Q3 2019. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Atlas Capital Advisors held 80 shares of Sempra worth $7.42K as of Q2 2026.
Atlas Capital Advisors bought 43 Sempra shares in Q2 2026, an estimated $4K.
Sempra made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #908 holding.
Atlas Capital Advisors first reported a position in Sempra in Q3 2019 and has held it in 22 quarters since.
Atlas Capital Advisors's Sempra position peaked at $69.4K in Q3 2019.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.