Elm Partners Management’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
$588K Buy
6,344
+5
+0.1% +$465 0.02% 100
2026
Q1
$612K Buy
6,339
+186
+3% +$17K 0.03% 86
2025
Q4
$543K Sell
6,153
-189
-3% -$17.2K 0.02% 93
2025
Q3
$571K Buy
6,342
+294
+5% +$23.8K 0.03% 91
2025
Q2
$458K Buy
+6,048
New +$449K 0.03% 75

Other funds holding SRE

Elm Partners Management's SRE Position: Q2 2026 in Review

Elm Partners Management increased its Sempra (SRE) stake by 0.08% in Q2 2026, buying an estimated $465 and bringing the position to 6,344 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #100.

Elm Partners Management first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $612K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Elm Partners Management held 6,344 shares of Sempra worth $588K as of Q2 2026.
  • Elm Partners Management bought 5 Sempra shares in Q2 2026, an estimated $465.
  • Sempra made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #100 holding.
  • Elm Partners Management first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • Elm Partners Management's Sempra position peaked at $612K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.