Empire Financial Management Company’s Sempra SRE Stock Holding History

Empire Financial Management Company’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	–	Sell	-3,444	Closed	-$335K	–	206
2026 Q1	$335K	Hold	3,444	–	–	0.08%	180
2025 Q4	$304K	Hold	3,444	–	–	0.07%	181
2025 Q3	$310K	Hold	3,444	–	–	0.07%	176
2025 Q2	$261K	Hold	3,444	–	–	0.08%	177
2025 Q1	$246K	Hold	3,444	–	–	0.08%	183
2024 Q4	$302K	Hold	3,444	–	–	0.09%	170
2024 Q3	$288K	Hold	3,444	–	–	0.09%	177
2024 Q2	$262K	Hold	3,444	–	–	0.09%	182
2024 Q1	$247K	Hold	3,444	–	–	0.08%	189
2023 Q4	$257K	Hold	3,444	–	–	0.1%	178
2023 Q3	$234K	Hold	3,444	–	–	0.1%	177
2023 Q2	$251K	Hold	3,444	–	–	0.1%	178
2023 Q1	$260K	Buy	+3,444	New	+$264K	0.11%	176

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Empire Financial Management Company's SRE Position: Q2 2026 in Review

Empire Financial Management Company sold out of Sempra (SRE) in Q2 2026, closing a stake of 3,444 shares — an estimated $335K sold.

Empire Financial Management Company first reported a position in SRE in Q1 2023 and held it in 13 quarters. The position peaked at $335K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Empire Financial Management Company reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 3,444 Sempra shares in Q2 2026, an estimated $335K.
Empire Financial Management Company first reported a position in Sempra in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's Sempra position peaked at $335K in Q1 2026.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.