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Aviso Wealth Management’s Sempra SRE Stock Holding History

Aviso 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
Q1 		$283K Sell
2,915
-60
-2% -$5.49K 0.13% 120
2025
Q4 		$263K Sell
2,975
-60
-2% -$5.46K 0.11% 132
2025
Q3 		$273K Sell
3,035
-260
-8% -$21.1K 0.12% 121
2025
Q2 		$250K Sell
3,295
-270
-8% -$20K 0.12% 126
2025
Q1 		$254K Sell
3,565
-44
-1% -$3.43K 0.14% 126
2024
Q4 		$317K Sell
3,609
-62
-2% -$5.43K 0.16% 109
2024
Q3 		$307K Sell
3,671
-425
-10% -$34K 0.17% 115
2024
Q2 		$312K Sell
4,096
-10
-0.2% -$739 0.18% 109
2024
Q1 		$295K Sell
4,106
-17
-0.4% -$1.22K 0.19% 117
2023
Q4 		$308K Buy
+4,123
New +$295K 0.22% 103

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviso Wealth Management's SRE Position: Q1 2026 in Review

Aviso Wealth Management reduced its Sempra (SRE) stake by 2% in Q1 2026, selling an estimated $5.49K and leaving 2,915 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #120.

Aviso Wealth Management first reported a position in SRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $317K in Q4 2024. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Aviso Wealth Management held 2,915 shares of Sempra worth $283K as of Q1 2026.
  • Aviso Wealth Management sold 60 Sempra shares in Q1 2026, an estimated $5.49K.
  • Sempra made up 0.13% of Aviso Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Aviso Wealth Management first reported a position in Sempra in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Sempra position peaked at $317K in Q4 2024.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.