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Bell Investment Advisors’s Sempra SRE Stock Holding History

Bell Investment 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 		$24.8K Buy
267
+5
+2% +$465 ﹤0.01% 419
2026
Q1 		$25.5K Buy
262
+116
+79% +$10.6K ﹤0.01% 385
2025
Q4 		$12.9K Hold
146
– – ﹤0.01% 598
2025
Q3 		$13.1K Sell
146
-53
-27% -$4.29K ﹤0.01% 546
2025
Q2 		$15.1K Buy
199
+42
+27% +$3.12K ﹤0.01% 518
2025
Q1 		$11.2K Buy
157
+12
+8% +$935 ﹤0.01% 559
2024
Q4 		$12.7K Sell
145
-13
-8% -$1.14K ﹤0.01% 514
2024
Q3 		$13.2K Sell
158
-13
-8% -$1.04K ﹤0.01% 521
2024
Q2 		$13K Buy
171
+10
+6% +$739 ﹤0.01% 515
2024
Q1 		$11.6K Sell
161
-60
-27% -$4.3K ﹤0.01% 531
2023
Q4 		$16.5K Buy
221
+2
+0.9% +$143 ﹤0.01% 403
2023
Q3 		$14.9K Buy
219
+19
+10% +$1.37K ﹤0.01% 381
2023
Q2 		$14.6K Buy
200
+12
+6% +$901 ﹤0.01% 388
2023
Q1 		$14.2K Buy
188
+10
+6% +$767 ﹤0.01% 386
2022
Q4 		$13.8K Sell
178
-14
-7% -$1.08K ﹤0.01% 385
2022
Q3 		$14K Buy
192
+10
+5% +$809 ﹤0.01% 339
2022
Q2 		$14K Buy
+182
New +$14.6K ﹤0.01% 352
2021
Q4 		$8K Sell
122
-106
-46% -$6.72K ﹤0.01% 574
2021
Q3 		$14K Buy
+228
New +$15.1K ﹤0.01% 371

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

Bell Investment Advisors's SRE Position: Q2 2026 in Review

Bell Investment Advisors increased its Sempra (SRE) stake by 1.9% in Q2 2026, buying an estimated $465 and bringing the position to 267 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Bell Investment Advisors first reported a position in SRE in Q3 2021 and has held it in 19 quarters since. The position peaked at $25.5K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Bell Investment Advisors held 267 shares of Sempra worth $24.8K as of Q2 2026.
  • Bell Investment Advisors bought 5 Sempra shares in Q2 2026, an estimated $465.
  • Sempra made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #419 holding.
  • Bell Investment Advisors first reported a position in Sempra in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Sempra position peaked at $25.5K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.