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EverSource Wealth Advisors’s Sempra SRE Stock Holding History

EverSource Wealth Advisors’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 		$482K Buy
4,965
+886
+22% +$81.1K 0.01% 616
2025
Q4 		$360K Sell
4,079
-71
-2% -$6.46K 0.01% 678
2025
Q3 		$373K Sell
4,150
-530
-11% -$42.9K 0.01% 616
2025
Q2 		$355K Buy
4,680
+513
+12% +$38.1K 0.02% 588
2025
Q1 		$297K Buy
4,167
+778
+23% +$60.6K 0.02% 532
2024
Q4 		$297K Sell
3,389
-347
-9% -$30.4K 0.02% 505
2024
Q3 		$312K Buy
3,736
+29
+0.8% +$2.32K 0.02% 437
2024
Q2 		$297K Buy
3,707
+902
+32% +$66.7K 0.02% 441
2024
Q1 		$201K Sell
2,805
-177
-6% -$12.7K 0.02% 488
2023
Q4 		$223K Sell
2,982
-12
-0.4% -$858 0.02% 410
2023
Q3 		$204K Buy
2,994
+94
+3% +$6.78K 0.02% 392
2023
Q2 		$211K Sell
2,900
-304
-9% -$22.8K 0.02% 386
2023
Q1 		$242K Buy
3,204
+324
+11% +$24.9K 0.03% 344
2022
Q4 		$223K Buy
2,880
+198
+7% +$15.3K 0.03% 337
2022
Q3 		$202K Sell
2,682
-238
-8% -$19.3K 0.05% 294
2022
Q2 		$219K Sell
2,920
-270
-8% -$21.7K 0.06% 245
2022
Q1 		$268K Buy
3,190
+1,972
+162% +$142K 0.07% 219
2021
Q4 		$80K Buy
+1,218
New +$77.2K 0.02% 339

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

EverSource Wealth Advisors's SRE Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Sempra (SRE) stake by 22% in Q1 2026, buying an estimated $81.1K and bringing the position to 4,965 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #616.

EverSource Wealth Advisors first reported a position in SRE in Q4 2021 and has held it in 18 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • EverSource Wealth Advisors held 4,965 shares of Sempra worth $482K as of Q1 2026.
  • EverSource Wealth Advisors bought 886 Sempra shares in Q1 2026, an estimated $81.1K.
  • Sempra made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #616 holding.
  • EverSource Wealth Advisors first reported a position in Sempra in Q4 2021 and has held it in 18 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.