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Financial Consulate’s Sempra SRE Stock Holding History

Financial Consulate’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 		$2.69K Sell
29
-6
-17% -$558 ﹤0.01% 971
2026
Q1 		$3.4K Buy
35
+23
+192% +$2.1K ﹤0.01% 868
2025
Q4 		$1.06K Hold
12
– – ﹤0.01% 1005
2025
Q3 		$1.08K Buy
+12
New +$972 ﹤0.01% 855

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 Consulate's SRE Position: Q2 2026 in Review

Financial Consulate reduced its Sempra (SRE) stake by 17% in Q2 2026, selling an estimated $558 and leaving 29 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Financial Consulate first reported a position in SRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.4K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Financial Consulate held 29 shares of Sempra worth $2.69K as of Q2 2026.
  • Financial Consulate sold 6 Sempra shares in Q2 2026, an estimated $558.
  • Sempra made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #971 holding.
  • Financial Consulate first reported a position in Sempra in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Sempra position peaked at $3.4K in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.