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Evoke Wealth’s Sempra SRE Stock Holding History

Evoke Wealth’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 		$2.56M Buy
26,165
+650
+3% +$59.5K 0.05% 156
2025
Q4 		$2.27M Sell
25,515
-224
-0.9% -$20.4K 0.04% 168
2025
Q3 		$2.32M Buy
25,739
+2,250
+10% +$182K 0.05% 150
2025
Q2 		$1.8M Sell
23,489
-1,505
-6% -$112K 0.04% 166
2025
Q1 		$1.8M Sell
24,994
-2,226
-8% -$173K 0.05% 145
2024
Q4 		$2.4M Buy
27,220
+3,420
+14% +$299K 0.07% 114
2024
Q3 		$2.01M Buy
23,800
+5,190
+28% +$415K 0.05% 121
2024
Q2 		$1.43M Sell
18,610
-5,122
-22% -$379K 1.68% 7
2024
Q1 		$1.72M Buy
+23,732
New +$1.7M 0.05% 129
2022
Q4 		– Sell
-302
Closed -$23K – 1041
2022
Q3 		$23K Hold
302
– – ﹤0.01% 624
2022
Q2 		$23K Sell
302
-14
-4% -$1.12K ﹤0.01% 630
2022
Q1 		$27K Buy
316
+60
+23% +$4.31K ﹤0.01% 606
2021
Q4 		$17K Buy
256
+6
+2% +$380 ﹤0.01% 707
2021
Q3 		$15K Sell
250
-26
-9% -$1.72K ﹤0.01% 689
2021
Q2 		$18K Buy
276
+20
+8% +$1.37K ﹤0.01% 672
2021
Q1 		$17K Hold
256
– – ﹤0.01% 618
2020
Q4 		$16K Hold
256
– – ﹤0.01% 523
2020
Q3 		$15K Buy
256
+8
+3% +$492 ﹤0.01% 515
2020
Q2 		$15K Sell
248
-752
-75% -$46.2K ﹤0.01% 512
2020
Q1 		$57K Sell
1,000
-12
-1% -$851 0.01% 330
2019
Q4 		$77.2K Buy
1,012
+756
+295% +$55.5K 0.01% 348
2019
Q3 		$19K Buy
+256
New +$17.9K ﹤0.01% 677

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

Evoke Wealth's SRE Position: Q1 2026 in Review

Evoke Wealth increased its Sempra (SRE) stake by 2.5% in Q1 2026, buying an estimated $59.5K and bringing the position to 26,165 shares worth $2.56M. The position accounts for 0.05% of the portfolio, ranked #156.

Evoke Wealth first reported a position in SRE in Q3 2019 and has held it in 22 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Evoke Wealth held 26,165 shares of Sempra worth $2.56M as of Q1 2026.
  • Evoke Wealth bought 650 Sempra shares in Q1 2026, an estimated $59.5K.
  • Sempra made up 0.05% of Evoke Wealth's portfolio in Q1 2026, its #156 holding.
  • Evoke Wealth first reported a position in Sempra in Q3 2019 and has held it in 22 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.