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
Q2 		$2.03M Buy
21,944
+776
+4% +$72.2K 0.08% 201
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 $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

Empirical Finance's SRE Position: Q2 2026 in Review

Empirical Finance increased its Sempra (SRE) stake by 3.7% in Q2 2026, buying an estimated $72.2K and bringing the position to 21,944 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #201.

Empirical Finance first reported a position in SRE in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.06M in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Empirical Finance held 21,944 shares of Sempra worth $2.03M as of Q2 2026.
  • Empirical Finance bought 776 Sempra shares in Q2 2026, an estimated $72.2K.
  • Sempra made up 0.08% of Empirical Finance's portfolio in Q2 2026, its #201 holding.
  • Empirical Finance first reported a position in Sempra in Q4 2016 and has held it in 26 quarters since.
  • Empirical Finance's Sempra position peaked at $2.06M in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.