Empowered Funds’s Sempra SRE Stock Holding History

Empowered Funds’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
2023 Q1	–	Sell	-2,864	Closed	-$221K	–	693
2022 Q4	$221K	Buy	+2,864	New	+$222K	0.01%	419

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empowered Funds's SRE Position: Q1 2026 in Review

Empowered Funds opened a new position in Sempra (SRE) in Q1 2026: 54,979 shares worth $5.34M. The stake represents 0.03% of the portfolio and ranks #605 among its holdings. This is a return to the name: Empowered Funds previously reported a position in SRE as recently as Q3 2025.

Empowered Funds first reported a position in SRE in Q1 2023 and has held it in 12 quarters since. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Empowered Funds held 54,979 shares of Sempra worth $5.34M as of Q1 2026.
Sempra was a new Empowered Funds position in Q1 2026.
Sempra made up 0.03% of Empowered Funds's portfolio in Q1 2026, its #605 holding.
Empowered Funds first reported a position in Sempra in Q1 2023 and has held it in 12 quarters since.
1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.