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Bauman Advisory Group’s Sempra SRE Stock Holding History

Bauman Advisory Group’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 		$463K Sell
4,996
-134
-3% -$12.5K 0.25% 53
2026
Q1 		$498K Sell
5,130
-189
-4% -$17.3K 0.35% 38
2025
Q4 		$470K Buy
+5,319
New +$484K 0.38% 36

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

Bauman Advisory Group's SRE Position: Q2 2026 in Review

Bauman Advisory Group reduced its Sempra (SRE) stake by 2.6% in Q2 2026, selling an estimated $12.5K and leaving 4,996 shares worth $463K. The position accounts for 0.25% of the portfolio, ranked #53.

Bauman Advisory Group first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $498K in Q1 2026. 1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Bauman Advisory Group held 4,996 shares of Sempra worth $463K as of Q2 2026.
  • Bauman Advisory Group sold 134 Sempra shares in Q2 2026, an estimated $12.5K.
  • Sempra made up 0.25% of Bauman Advisory Group's portfolio in Q2 2026, its #53 holding.
  • Bauman Advisory Group first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Bauman Advisory Group's Sempra position peaked at $498K in Q1 2026.
  • 1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.