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
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 $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

Empower Advisory Group's SRE Position: Q1 2026 in Review

Empower Advisory Group increased its Sempra (SRE) stake by 3.1% in Q1 2026, buying an estimated $3.38M and bringing the position to 1,221,072 shares worth $119M. The position accounts for 0.31% of the portfolio, ranked #61.

Empower Advisory Group first reported a position in SRE in Q1 2023 and has held it in 13 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Empower Advisory Group held 1,221,072 shares of Sempra worth $119M as of Q1 2026.
  • Empower Advisory Group bought 36,887 Sempra shares in Q1 2026, an estimated $3.38M.
  • Sempra made up 0.31% of Empower Advisory Group's portfolio in Q1 2026, its #61 holding.
  • Empower Advisory Group first reported a position in Sempra in Q1 2023 and has held it in 13 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.