Diversify Advisory Services’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$473K Buy
+5,182
New +$482K 0.01% 881
2026
Q1
Sell
-4,317
Closed -$399K 778
2025
Q4
$399K Sell
4,317
-1,787
-29% -$163K 0.01% 673
2025
Q3
$565K Sell
6,104
-4,466
-42% -$362K 0.02% 529
2025
Q2
$868K Sell
10,570
-1,127
-10% -$83.7K 0.03% 367
2025
Q1
$881K Buy
11,697
+9,013
+336% +$702K 0.06% 240
2024
Q4
$211K Buy
+2,684
New +$235K 0.01% 580
2024
Q2
Sell
-12,594
Closed -$899K 714
2024
Q1
$899K Buy
+12,594
New +$903K 0.05% 278

Other funds holding SRE

Diversify Advisory Services's SRE Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Sempra (SRE) in Q2 2026: 5,182 shares worth $473K. The stake represents 0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SRE as recently as Q4 2025.

Diversify Advisory Services first reported a position in SRE in Q1 2024 and has held it in 7 quarters since. The position peaked at $899K in Q1 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Diversify Advisory Services held 5,182 shares of Sempra worth $473K as of Q2 2026.
  • Sempra was a new Diversify Advisory Services position in Q2 2026.
  • Sempra made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #881 holding.
  • Diversify Advisory Services first reported a position in Sempra in Q1 2024 and has held it in 7 quarters since.
  • Diversify Advisory Services's Sempra position peaked at $899K in Q1 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.