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Evelyn Partners’s Sempra SRE Stock Holding History

Evelyn Partners’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 		$18.5K Buy
+200
New +$18.6K ﹤0.01% 441

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Evelyn Partners's SRE Position: Q2 2026 in Review

Evelyn Partners opened a new position in Sempra (SRE) in Q2 2026: 200 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

1,210 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Evelyn Partners held 200 shares of Sempra worth $18.5K as of Q2 2026.
  • Sempra was a new Evelyn Partners position in Q2 2026.
  • Sempra made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #441 holding.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.