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Clear Investment Research’s Sempra SRE Stock Holding History

Clear Investment Research’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 		– Sell
-383
Closed -$37.2K – 199
2026
Q1 		$37.2K Buy
+383
New +$35K 0.06% 120
2025
Q4 		– Sell
-382
Closed -$34.5K – 210
2025
Q3 		$34.5K Buy
382
+54
+16% +$4.37K 0.05% 140
2025
Q2 		$24.9K Hold
328
– – 0.03% 140
2025
Q1 		$23.5K Hold
328
– – 0.03% 138
2024
Q4 		$28.9K Hold
328
– – 0.04% 131
2024
Q3 		$27.5K Hold
328
– – 0.04% 132
2024
Q2 		$25K Buy
328
+2
+0.6% +$148 0.03% 127
2024
Q1 		$23.4K Hold
326
– – 0.03% 132
2023
Q4 		$24.4K Buy
+326
New +$23.3K 0.03% 139

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

Clear Investment Research's SRE Position: Q2 2026 in Review

Clear Investment Research sold out of Sempra (SRE) in Q2 2026, closing a stake of 383 shares — an estimated $37.2K sold.

Clear Investment Research first reported a position in SRE in Q4 2023 and held it in 9 quarters. The position peaked at $37.2K in Q1 2026. 1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Clear Investment Research reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 383 Sempra shares in Q2 2026, an estimated $37.2K.
  • Clear Investment Research first reported a position in Sempra in Q4 2023 and held it in 9 quarters.
  • Clear Investment Research's Sempra position peaked at $37.2K in Q1 2026.
  • 1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.