Empirical Wealth Management’s Sempra SRE Stock Holding History

Empirical Wealth Management’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	$435K	Sell	4,696 -1,068	-19%	-$99.3K	0.01%	735
2026 Q1	$560K	Buy	5,764 +2,018	+54%	+$185K	0.01%	542
2025 Q4	$331K	Sell	3,746 -1,773	-32%	-$161K	0.01%	664
2025 Q3	$497K	Buy	5,519 +190	+4%	+$15.4K	0.01%	474
2025 Q2	$404K	Sell	5,329 -2,326	-30%	-$173K	0.01%	462
2025 Q1	$546K	Buy	7,655 +5,153	+206%	+$401K	0.01%	391
2024 Q4	$219K	Hold	2,502	–	–	0.01%	562
2024 Q3	$209K	Sell	2,502 -756	-23%	-$60.5K	0.01%	539
2024 Q2	$248K	Buy	+3,258	New	+$241K	0.01%	487
2023 Q3	–	Sell	-5,472	Closed	-$398K	–	496
2023 Q2	$398K	Buy	+5,472	New	+$411K	0.02%	341
2015 Q4	–	Sell	-4,648	Closed	-$225K	–	112
2015 Q3	$225K	Hold	4,648	–	–	0.05%	109
2015 Q2	$230K	Buy	+4,648	New	+$246K	0.05%	108

Other funds holding SRE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Empirical Wealth Management's SRE Position: Q2 2026 in Review

Empirical Wealth Management reduced its Sempra (SRE) stake by 19% in Q2 2026, selling an estimated $99.3K and leaving 4,696 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #735.

Empirical Wealth Management first reported a position in SRE in Q2 2015 and has held it in 12 quarters since. The position peaked at $560K in Q1 2026. 470 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Empirical Wealth Management held 4,696 shares of Sempra worth $435K as of Q2 2026.
Empirical Wealth Management sold 1,068 Sempra shares in Q2 2026, an estimated $99.3K.
Sempra made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #735 holding.
Empirical Wealth Management first reported a position in Sempra in Q2 2015 and has held it in 12 quarters since.
Empirical Wealth Management's Sempra position peaked at $560K in Q1 2026.
470 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.