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Diligent Investors’s Sempra SRE Stock Holding History

Diligent Investors’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 		$580K Buy
6,251
+124
+2% +$11.5K 0.13% 197
2026
Q1 		$595K Hold
6,127
– – 0.15% 176
2025
Q4 		$541K Hold
6,127
– – 0.13% 187
2025
Q3 		$551K Sell
6,127
-600
-9% -$48.6K 0.14% 181
2025
Q2 		$510K Sell
6,727
-3,800
-36% -$282K 0.12% 195
2025
Q1 		$751K Buy
10,527
+170
+2% +$13.2K 0.18% 150
2024
Q4 		$909K Buy
10,357
+27
+0.3% +$2.36K 0.21% 136
2024
Q3 		$864K Hold
10,330
– – 0.2% 141
2024
Q2 		$786K Hold
10,330
– – 0.19% 139
2024
Q1 		$742K Hold
10,330
– – 0.19% 145
2023
Q4 		$772K Hold
10,330
– – 0.21% 123
2023
Q3 		$703K Hold
10,330
– – 0.21% 125
2023
Q2 		$752K Buy
10,330
+5,452
+112% +$409K 0.22% 117
2023
Q1 		$369K Hold
4,878
– – 0.11% 184
2022
Q4 		$377K Buy
+4,878
New +$377K 0.12% 178

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

Diligent Investors's SRE Position: Q2 2026 in Review

Diligent Investors increased its Sempra (SRE) stake by 2% in Q2 2026, buying an estimated $11.5K and bringing the position to 6,251 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #197.

Diligent Investors first reported a position in SRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $909K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Diligent Investors held 6,251 shares of Sempra worth $580K as of Q2 2026.
  • Diligent Investors bought 124 Sempra shares in Q2 2026, an estimated $11.5K.
  • Sempra made up 0.13% of Diligent Investors's portfolio in Q2 2026, its #197 holding.
  • Diligent Investors first reported a position in Sempra in Q4 2022 and has held it in 15 quarters since.
  • Diligent Investors's Sempra position peaked at $909K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.