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Financial Advisors Network’s Sempra SRE Stock Holding History

Financial Advisors Network’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
-2,074
Closed -$202K – 218
2026
Q1 		$202K Buy
+2,074
New +$190K 0.03% 198
2017
Q1 		– Sell
-854
Closed -$43.1K – 402
2016
Q4 		$43.1K Buy
+854
New +$43.5K 0.04% 144

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Financial Advisors Network's SRE Position: Q2 2026 in Review

Financial Advisors Network sold out of Sempra (SRE) in Q2 2026, closing a stake of 2,074 shares — an estimated $202K sold.

Financial Advisors Network first reported a position in SRE in Q4 2016 and held it in 2 quarters. The position peaked at $202K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Financial Advisors Network reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Financial Advisors Network sold 2,074 Sempra shares in Q2 2026, an estimated $202K.
  • Financial Advisors Network first reported a position in Sempra in Q4 2016 and held it in 2 quarters.
  • Financial Advisors Network's Sempra position peaked at $202K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.