BWA
SRE icon

Basecamp Wealth Advisors’s Sempra SRE Stock Holding History

Basecamp Wealth 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 		$210K Buy
2,268
+5
+0.2% +$465 0.04% 255
2026
Q1 		$220K Hold
2,263
– – 0.05% 237
2025
Q4 		$200K Buy
+2,263
New +$206K 0.04% 240

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Basecamp Wealth Advisors's SRE Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Sempra (SRE) stake by 0.22% in Q2 2026, buying an estimated $465 and bringing the position to 2,268 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #255.

Basecamp Wealth Advisors first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $220K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Basecamp Wealth Advisors held 2,268 shares of Sempra worth $210K as of Q2 2026.
  • Basecamp Wealth Advisors bought 5 Sempra shares in Q2 2026, an estimated $465.
  • Sempra made up 0.04% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • Basecamp Wealth Advisors first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Sempra position peaked at $220K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.