EF
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Empirical Finance’s Sempra SRE Stock Holding History

Empirical Finance’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
Q1 		$2.06M Sell
21,168
-18
-0.1% -$1.65K 0.1% 184
2025
Q4 		$1.87M Sell
21,186
-920
-4% -$83.8K 0.09% 187
2025
Q3 		$1.99M Buy
22,106
+246
+1% +$19.9K 0.09% 188
2025
Q2 		$1.66M Buy
21,860
+145
+0.7% +$10.8K 0.09% 207
2025
Q1 		$1.55M Buy
21,715
+447
+2% +$34.8K 0.09% 197
2024
Q4 		$1.87M Sell
21,268
-251
-1% -$22K 0.11% 168
2024
Q3 		$1.8M Buy
21,519
+467
+2% +$37.4K 0.1% 169
2024
Q2 		$1.6M Sell
21,052
-1,396
-6% -$103K 0.1% 170
2024
Q1 		$1.61M Buy
22,448
+764
+4% +$54.8K 0.1% 185
2023
Q4 		$1.62M Buy
21,684
+181
+0.8% +$12.9K 0.11% 170
2023
Q3 		$1.46M Buy
21,503
+2,129
+11% +$154K 0.11% 170
2023
Q2 		$1.41M Buy
19,374
+2,330
+14% +$175K 0.11% 170
2023
Q1 		$1.29M Buy
17,044
+840
+5% +$64.4K 0.12% 159
2022
Q4 		$1.25M Buy
16,204
+1,302
+9% +$101K 0.13% 152
2022
Q3 		$1.12M Buy
14,902
+2,480
+20% +$201K 0.13% 149
2022
Q2 		$933K Buy
12,422
+702
+6% +$56.4K 0.12% 162
2022
Q1 		$985K Buy
11,720
+1,350
+13% +$97K 0.11% 166
2021
Q4 		$686K Buy
10,370
+2,948
+40% +$187K 0.08% 224
2021
Q3 		$469K Buy
7,422
+496
+7% +$32.7K 0.07% 273
2021
Q2 		$459K Buy
6,926
+1,152
+20% +$78.8K 0.07% 260
2021
Q1 		$368K Hold
5,774
– – 0.06% 227
2020
Q4 		$368K Buy
5,774
+1,036
+22% +$66.6K 0.06% 227
2020
Q3 		$280K Buy
4,738
+1,120
+31% +$68.9K 0.06% 228
2020
Q2 		$212K Buy
+3,618
New +$222K 0.05% 228
2017
Q1 		– Sell
-216
Closed -$11K – 506
2016
Q4 		$11K Buy
+216
New +$11K 0.01% 356

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Finance's SRE Position: Q1 2026 in Review

Empirical Finance reduced its Sempra (SRE) stake by 0.08% in Q1 2026, selling an estimated $1.65K and leaving 21,168 shares worth $2.06M. The position accounts for 0.1% of the portfolio, ranked #184.

Empirical Finance first reported a position in SRE in Q4 2016 and has held it in 25 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Empirical Finance held 21,168 shares of Sempra worth $2.06M as of Q1 2026.
  • Empirical Finance sold 18 Sempra shares in Q1 2026, an estimated $1.65K.
  • Sempra made up 0.1% of Empirical Finance's portfolio in Q1 2026, its #184 holding.
  • Empirical Finance first reported a position in Sempra in Q4 2016 and has held it in 25 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.