Aviso Wealth Management
SRE icon

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
Q3 		$230K Buy
2,951
+36
+1% +$3.11K 0.09% 131
2026
Q2 		$270K Hold
2,915
– – 0.09% 126
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Aviso Wealth Management's SRE Position: Q3 2026 in Review

Aviso Wealth Management increased its Sempra (SRE) stake by 1.2% in Q3 2026, buying an estimated $3.11K and bringing the position to 2,951 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #131.

Aviso Wealth Management first reported a position in SRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $317K in Q4 2024. 1,037 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Aviso Wealth Management held 2,951 shares of Sempra worth $230K as of Q3 2026.
  • Aviso Wealth Management bought 36 Sempra shares in Q3 2026, an estimated $3.11K.
  • Sempra made up 0.09% of Aviso Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Aviso Wealth Management first reported a position in Sempra in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's Sempra position peaked at $317K in Q4 2024.
  • 1,037 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.