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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
2020
Q4 		– Sell
-3,870
Closed -$229K – 480
2020
Q3 		$229K Buy
+3,870
New +$238K 0.06% 226

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.