CA
SRE icon

Crewe Advisors’s Sempra SRE Stock Holding History

Crewe 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 		$16.4K Buy
+176
New +$16.4K ﹤0.01% 652
2024
Q4 		– Sell
-559
Closed -$46.8K – 784
2024
Q3 		$46.8K Buy
559
+6
+1% +$480 0.01% 304
2024
Q2 		$42.1K Sell
553
-109
-16% -$8.06K ﹤0.01% 398
2024
Q1 		$47.6K Buy
+662
New +$47.4K 0.01% 367
2023
Q1 		– Sell
-60
Closed -$4.64K – 1014
2022
Q4 		$4.64K Sell
60
-204
-77% -$15.8K ﹤0.01% 688
2022
Q3 		$20K Buy
264
+86
+48% +$6.96K ﹤0.01% 465
2022
Q2 		$13K Buy
+178
New +$14.3K ﹤0.01% 540
2020
Q4 		– Sell
-36
Closed -$2K – 628
2020
Q3 		$2K Buy
+36
New +$2.22K ﹤0.01% 533

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 $3.38T AUM 44.17% 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

Crewe Advisors's SRE Position: Q2 2026 in Review

Crewe Advisors opened a new position in Sempra (SRE) in Q2 2026: 176 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in SRE as recently as Q3 2024.

Crewe Advisors first reported a position in SRE in Q3 2020 and has held it in 8 quarters since. The position peaked at $47.6K in Q1 2024. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Crewe Advisors held 176 shares of Sempra worth $16.4K as of Q2 2026.
  • Sempra was a new Crewe Advisors position in Q2 2026.
  • Sempra made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #652 holding.
  • Crewe Advisors first reported a position in Sempra in Q3 2020 and has held it in 8 quarters since.
  • Crewe Advisors's Sempra position peaked at $47.6K in Q1 2024.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.