Envestnet Portfolio Solutions
SRE icon

Envestnet Portfolio Solutions’s Sempra SRE Stock Holding History

Envestnet Portfolio Solutions’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 		$1.11M Buy
11,948
+2,548
+27% +$237K 0.01% 667
2026
Q1 		$913K Sell
9,400
-6,964
-43% -$637K 0.01% 662
2025
Q4 		$1.44M Sell
16,364
-2,866
-15% -$261K 0.01% 642
2025
Q3 		$1.73M Sell
19,230
-6,321
-25% -$512K 0.01% 570
2025
Q2 		$1.94M Sell
25,551
-120
-0.5% -$8.91K 0.01% 572
2025
Q1 		$1.83M Sell
25,671
-3,103
-11% -$242K 0.01% 612
2024
Q4 		$2.52M Buy
28,774
+1,013
+4% +$88.7K 0.01% 586
2024
Q3 		$2.32M Buy
27,761
+2,114
+8% +$169K 0.01% 607
2024
Q2 		$1.95M Buy
25,647
+1,084
+4% +$80.1K 0.01% 650
2024
Q1 		$1.76M Buy
24,563
+2,645
+12% +$190K 0.01% 675
2023
Q4 		$1.64M Sell
21,918
-2,508
-10% -$179K 0.01% 644
2023
Q3 		$1.66M Buy
+24,426
New +$1.76M 0.01% 602

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

Envestnet Portfolio Solutions's SRE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Sempra (SRE) stake by 27% in Q2 2026, buying an estimated $237K and bringing the position to 11,948 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #667.

Envestnet Portfolio Solutions first reported a position in SRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.52M in Q4 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Envestnet Portfolio Solutions held 11,948 shares of Sempra worth $1.11M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,548 Sempra shares in Q2 2026, an estimated $237K.
  • Sempra made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #667 holding.
  • Envestnet Portfolio Solutions first reported a position in Sempra in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Sempra position peaked at $2.52M in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.