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Cypress Wealth Services’s Sempra SRE Stock Holding History

Cypress Wealth Services’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 		$300K Sell
3,239
-196
-6% -$18.2K 0.04% 342
2026
Q1 		$334K Buy
3,435
+7
+0.2% +$641 0.05% 285
2025
Q4 		$303K Buy
3,428
+198
+6% +$18K 0.04% 301
2025
Q3 		$291K Buy
3,230
+40
+1% +$3.24K 0.05% 257
2025
Q2 		$242K Buy
3,190
+104
+3% +$7.72K 0.04% 270
2025
Q1 		$220K Sell
3,086
-100
-3% -$7.79K 0.04% 260
2024
Q4 		$279K Buy
3,186
+677
+27% +$59.2K 0.06% 216
2024
Q3 		$210K Buy
+2,509
New +$201K 0.04% 260
2024
Q2 		– Sell
-2,956
Closed -$212K – 274
2024
Q1 		$212K Buy
2,956
+24
+0.8% +$1.72K 0.05% 239
2023
Q4 		$219K Sell
2,932
-38
-1% -$2.72K 0.05% 224
2023
Q3 		$202K Sell
2,970
-184
-6% -$13.3K 0.06% 227
2023
Q2 		$230K Hold
3,154
– – 0.06% 214
2023
Q1 		$238K Hold
3,154
– – 0.07% 211
2022
Q4 		$244K Buy
3,154
+8
+0.3% +$619 0.08% 202
2022
Q3 		$231K Hold
3,146
– – 0.08% 197
2022
Q2 		$236K Sell
3,146
-2,338
-43% -$188K 0.08% 196
2022
Q1 		$461K Buy
5,484
+18
+0.3% +$1.29K 0.13% 131
2021
Q4 		$361K Buy
5,466
+20
+0.4% +$1.27K 0.1% 153
2021
Q3 		$344K Buy
5,446
+20
+0.4% +$1.32K 0.1% 152
2021
Q2 		$359K Sell
5,426
-396
-7% -$27.1K 0.1% 175
2021
Q1 		$386K Buy
5,822
+1,950
+50% +$121K 0.08% 183
2020
Q4 		$247K Buy
+3,872
New +$249K 0.06% 235
2020
Q3 		– Sell
-3,916
Closed -$241K – 468
2020
Q2 		$229K Sell
3,916
-632
-14% -$38.8K 0.05% 235
2020
Q1 		$257K Sell
4,548
-132
-3% -$9.36K 0.08% 196
2019
Q4 		$354K Hold
4,680
– – 0.09% 175
2019
Q3 		$345K Sell
4,680
-354
-7% -$24.8K 0.09% 171
2019
Q2 		$346K Buy
5,034
+40
+0.8% +$2.62K 0.1% 172
2019
Q1 		$314K Sell
4,994
-84
-2% -$4.95K 0.1% 175
2018
Q4 		$275K Sell
5,078
-1,020
-17% -$58.2K 0.11% 163
2018
Q3 		$347K Sell
6,098
-214
-3% -$12.4K 0.12% 151
2018
Q2 		$366K Sell
6,312
-18
-0.3% -$984 0.14% 147
2018
Q1 		$352K Sell
6,330
-220
-3% -$11.9K 0.15% 126
2017
Q4 		$350K Buy
+6,550
New +$380K 0.15% 133

Other funds holding SRE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cypress Wealth Services's SRE Position: Q2 2026 in Review

Cypress Wealth Services reduced its Sempra (SRE) stake by 5.7% in Q2 2026, selling an estimated $18.2K and leaving 3,239 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #342.

Cypress Wealth Services first reported a position in SRE in Q4 2017 and has held it in 33 quarters since. The position peaked at $461K in Q1 2022. 254 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Cypress Wealth Services held 3,239 shares of Sempra worth $300K as of Q2 2026.
  • Cypress Wealth Services sold 196 Sempra shares in Q2 2026, an estimated $18.2K.
  • Sempra made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #342 holding.
  • Cypress Wealth Services first reported a position in Sempra in Q4 2017 and has held it in 33 quarters since.
  • Cypress Wealth Services's Sempra position peaked at $461K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.