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Birchbrook’s Sempra SRE Stock Holding History

Birchbrook’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 		– Sell
-102
Closed -$9.01K – 310
2025
Q4 		$9.01K Buy
+102
New +$9.29K ﹤0.01% 207

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birchbrook's SRE Position: Q1 2026 in Review

Birchbrook sold out of Sempra (SRE) in Q1 2026, closing a stake of 102 shares — an estimated $9.01K sold.

Birchbrook first reported a position in SRE in Q4 2025 and held it in 1 quarter. The position peaked at $9.01K in Q4 2025. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Birchbrook reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
  • Birchbrook sold 102 Sempra shares in Q1 2026, an estimated $9.01K.
  • Birchbrook first reported a position in Sempra in Q4 2025 and held it in 1 quarter.
  • Birchbrook's Sempra position peaked at $9.01K in Q4 2025.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Birchbrook's 13F filing for Q1 2026, filed 8 Apr 2026.