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Evelyn Partners Investment Management’s Sempra SRE Stock Holding History

Evelyn Partners Investment 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
Q1 		$19.4K Hold
200
– – ﹤0.01% 337
2025
Q4 		$17.7K Hold
200
– – ﹤0.01% 341
2025
Q3 		$18K Hold
200
– – ﹤0.01% 334
2025
Q2 		$15.2K Hold
200
– – ﹤0.01% 344
2025
Q1 		$14.3K Hold
200
– – ﹤0.01% 346
2024
Q4 		$17.5K Buy
+200
New +$17.5K ﹤0.01% 332

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

Evelyn Partners Investment Management's SRE Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Sempra (SRE) position steady in Q1 2026 at 200 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Evelyn Partners Investment Management first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Evelyn Partners Investment Management held 200 shares of Sempra worth $19.4K as of Q1 2026.
  • Evelyn Partners Investment Management left its Sempra share count unchanged in Q1 2026.
  • Sempra made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #337 holding.
  • Evelyn Partners Investment Management first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.