Empower Advisory Group
SRE icon

Empower Advisory Group’s Sempra SRE Stock Holding History

Empower Advisory Group’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 		$106M Sell
1,146,724
-74,348
-6% -$6.91M 0.25% 74
2026
Q1 		$119M Buy
1,221,072
+36,887
+3% +$3.38M 0.31% 61
2025
Q4 		$105M Buy
1,184,185
+7,968
+0.7% +$726K 0.28% 69
2025
Q3 		$106M Buy
1,176,217
+30,684
+3% +$2.48M 0.29% 65
2025
Q2 		$86.8M Buy
1,145,533
+64,823
+6% +$4.81M 0.26% 77
2025
Q1 		$77.1M Buy
1,080,710
+9,619
+0.9% +$749K 0.25% 83
2024
Q4 		$94M Buy
1,071,091
+26,821
+3% +$2.35M 0.32% 64
2024
Q3 		$87.3M Buy
1,044,270
+27,439
+3% +$2.19M 0.3% 70
2024
Q2 		$77.3M Buy
1,016,831
+17,269
+2% +$1.28M 0.29% 72
2024
Q1 		$71.8M Buy
999,562
+44,483
+5% +$3.19M 0.27% 83
2023
Q4 		$71.4M Buy
955,079
+1,519
+0.2% +$109K 0.28% 79
2023
Q3 		$64.9M Buy
953,560
+23,496
+3% +$1.69M 0.29% 77
2023
Q2 		$67.7M Buy
930,064
+14,182
+2% +$1.07M 0.29% 75
2023
Q1 		$68.5M Buy
+915,882
New +$70.3M 0.31% 75

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

Empower Advisory Group's SRE Position: Q2 2026 in Review

Empower Advisory Group reduced its Sempra (SRE) stake by 6.1% in Q2 2026, selling an estimated $6.91M and leaving 1,146,724 shares worth $106M. The position accounts for 0.25% of the portfolio, ranked #74.

Empower Advisory Group first reported a position in SRE in Q1 2023 and has held it in 14 quarters since. The position peaked at $119M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Empower Advisory Group held 1,146,724 shares of Sempra worth $106M as of Q2 2026.
  • Empower Advisory Group sold 74,348 Sempra shares in Q2 2026, an estimated $6.91M.
  • Sempra made up 0.25% of Empower Advisory Group's portfolio in Q2 2026, its #74 holding.
  • Empower Advisory Group first reported a position in Sempra in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Sempra position peaked at $119M in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.