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Bridgewater Advisors’s Sempra SRE Stock Holding History

Bridgewater 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
Q1 		$570K Buy
6,614
+140
+2% +$12.8K 0.03% 225
2025
Q4 		$549K Sell
6,474
-17
-0.3% -$1.55K 0.04% 239
2025
Q3 		$599K Sell
6,491
-450
-6% -$36.4K 0.04% 215
2025
Q2 		$561K Buy
6,941
+534
+8% +$39.6K 0.04% 227
2025
Q1 		$483K Buy
+6,407
New +$499K 0.04% 228
2022
Q3 		– Sell
-5,422
Closed -$407K – 205
2022
Q2 		$407K Buy
5,422
+40
+0.7% +$3.21K 0.08% 156
2022
Q1 		$452K Sell
5,382
-12
-0.2% -$862 0.11% 154
2021
Q4 		$357K Buy
5,394
+544
+11% +$34.5K 0.08% 172
2021
Q3 		$307K Buy
4,850
+44
+0.9% +$2.9K 0.08% 186
2021
Q2 		$318K Buy
+4,806
New +$329K 0.1% 176

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

Bridgewater Advisors's SRE Position: Q1 2026 in Review

Bridgewater Advisors increased its Sempra (SRE) stake by 2.2% in Q1 2026, buying an estimated $12.8K and bringing the position to 6,614 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #225.

Bridgewater Advisors first reported a position in SRE in Q2 2021 and has held it in 10 quarters since. The position peaked at $599K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Bridgewater Advisors held 6,614 shares of Sempra worth $570K as of Q1 2026.
  • Bridgewater Advisors bought 140 Sempra shares in Q1 2026, an estimated $12.8K.
  • Sempra made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #225 holding.
  • Bridgewater Advisors first reported a position in Sempra in Q2 2021 and has held it in 10 quarters since.
  • Bridgewater Advisors's Sempra position peaked at $599K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.