Evolve Private Wealth’s Sempra SRE Stock Holding History

Evolve Private 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 Q2	–	Sell	-3,757	Closed	-$365K	–	1212
2026 Q1	$365K	Buy	3,757 +597	+19%	+$54.6K	0.02%	704
2025 Q4	$281K	Buy	+3,160	New	+$288K	0.02%	758

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Evolve Private Wealth's SRE Position: Q2 2026 in Review

Evolve Private Wealth sold out of Sempra (SRE) in Q2 2026, closing a stake of 3,757 shares — an estimated $365K sold.

Evolve Private Wealth first reported a position in SRE in Q4 2025 and held it in 2 quarters. The position peaked at $365K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Evolve Private Wealth reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 3,757 Sempra shares in Q2 2026, an estimated $365K.
Evolve Private Wealth first reported a position in Sempra in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Sempra position peaked at $365K in Q1 2026.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.