CI
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CX Institutional’s Sempra SRE Stock Holding History

CX Institutional’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 		$390K Buy
4,204
+158
+4% +$14.7K 0.01% 536
2026
Q1 		$393K Buy
4,046
+441
+12% +$40.4K 0.01% 521
2025
Q4 		$318K Buy
3,605
+273
+8% +$24.9K 0.01% 557
2025
Q3 		$300K Buy
3,332
+10
+0.3% +$810 0.01% 569
2025
Q2 		$252K Buy
3,322
+1,358
+69% +$101K 0.01% 555
2025
Q1 		$140K Sell
1,964
-1,111
-36% -$86.6K 0.01% 686
2024
Q4 		$270K Sell
3,075
-8
-0.3% -$700 0.01% 461
2024
Q3 		$258K Buy
3,083
+161
+6% +$12.9K 0.01% 495
2024
Q2 		$222K Buy
+2,922
New +$216K 0.01% 517
2024
Q1 		– Sell
-2,755
Closed -$206K – 567
2023
Q4 		$206K Sell
2,755
-349
-11% -$25K 0.01% 486
2023
Q3 		$211K Sell
3,104
-6
-0.2% -$433 0.01% 467
2023
Q2 		$226K Buy
+3,110
New +$234K 0.01% 482
2023
Q1 		– Sell
-3,050
Closed -$236K – 584
2022
Q4 		$236K Buy
+3,050
New +$236K 0.01% 475
2022
Q3 		– Sell
-1,560
Closed -$117K – 1042
2022
Q2 		$117K Buy
+1,560
New +$125K 0.01% 527
2021
Q4 		– Sell
-1,238
Closed -$78K – 820
2021
Q3 		$78K Buy
1,238
+146
+13% +$9.64K 0.01% 494
2021
Q2 		$72K Buy
1,092
+350
+47% +$24K 0.01% 496
2021
Q1 		$49K Buy
742
+22
+3% +$1.37K ﹤0.01% 498
2020
Q4 		$46K Sell
720
-20
-3% -$1.29K ﹤0.01% 458
2020
Q3 		$44K Buy
740
+412
+126% +$25.4K ﹤0.01% 407
2020
Q2 		$19K Buy
328
+110
+50% +$6.76K ﹤0.01% 453
2020
Q1 		$12K Buy
218
+60
+38% +$4.26K ﹤0.01% 436
2019
Q4 		$12K Hold
158
– – ﹤0.01% 415
2019
Q3 		$12K Buy
158
+12
+8% +$840 ﹤0.01% 441
2019
Q2 		$10K Sell
146
-34
-19% -$2.23K ﹤0.01% 494
2019
Q1 		$11K Buy
+180
New +$10.6K ﹤0.01% 452

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

CX Institutional's SRE Position: Q2 2026 in Review

CX Institutional increased its Sempra (SRE) stake by 3.9% in Q2 2026, buying an estimated $14.7K and bringing the position to 4,204 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #536.

CX Institutional first reported a position in SRE in Q1 2019 and has held it in 25 quarters since. The position peaked at $393K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • CX Institutional held 4,204 shares of Sempra worth $390K as of Q2 2026.
  • CX Institutional bought 158 Sempra shares in Q2 2026, an estimated $14.7K.
  • Sempra made up 0.01% of CX Institutional's portfolio in Q2 2026, its #536 holding.
  • CX Institutional first reported a position in Sempra in Q1 2019 and has held it in 25 quarters since.
  • CX Institutional's Sempra position peaked at $393K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.