Benjamin Edwards Inc’s Sempra SRE Stock Holding History

Benjamin Edwards Inc’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	$2.88M	Buy	29,635 +2,130	+8%	+$195K	0.03%	449
2025 Q4	$2.43M	Sell	27,505 -1,874	-6%	-$171K	0.03%	453
2025 Q3	$2.64M	Buy	29,379 +1,141	+4%	+$92.4K	0.03%	434
2025 Q2	$2.14M	Buy	28,238 +2,469	+10%	+$183K	0.03%	445
2025 Q1	$1.84M	Buy	25,769 +1,007	+4%	+$78.5K	0.03%	435
2024 Q4	$2.17M	Buy	24,762 +535	+2%	+$46.8K	0.03%	422
2024 Q3	$2.03M	Buy	24,227 +20,320	+520%	+$1.63M	0.03%	435
2024 Q2	$297K	Buy	3,907 +221	+6%	+$16.3K	0.06%	289
2024 Q1	$265K	Buy	3,686 +1,605	+77%	+$115K	0.05%	298
2023 Q4	$156K	Buy	2,081 +146	+8%	+$10.4K	0.03%	358
2023 Q3	$132K	Buy	1,935 +239	+14%	+$17.2K	0.03%	349
2023 Q2	$123K	Buy	1,696 +388	+30%	+$29.1K	0.03%	357
2023 Q1	$99K	Buy	1,308 +152	+13%	+$11.7K	0.02%	368
2022 Q4	$89K	Buy	1,156 +102	+10%	+$7.89K	0.02%	364
2022 Q3	$79K	Buy	1,054 +80	+8%	+$6.47K	0.02%	374
2022 Q2	$73K	Buy	974 +176	+22%	+$14.1K	0.02%	386
2022 Q1	$67K	Buy	798 +238	+43%	+$17.1K	0.02%	422
2021 Q4	$37K	Buy	560 +354	+172%	+$22.4K	0.01%	450
2021 Q3	$13K	Buy	+206	New	+$13.6K	0.01%	438

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin Edwards Inc's SRE Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Sempra (SRE) stake by 7.7% in Q1 2026, buying an estimated $195K and bringing the position to 29,635 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #449.

Benjamin Edwards Inc first reported a position in SRE in Q3 2021 and has held it in 19 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Benjamin Edwards Inc held 29,635 shares of Sempra worth $2.88M as of Q1 2026.
Benjamin Edwards Inc bought 2,130 Sempra shares in Q1 2026, an estimated $195K.
Sempra made up 0.03% of Benjamin Edwards Inc's portfolio in Q1 2026, its #449 holding.
Benjamin Edwards Inc first reported a position in Sempra in Q3 2021 and has held it in 19 quarters since.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.