FFO
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Fortitude Family Office’s Sempra SRE Stock Holding History

Fortitude Family Office’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 		$36.6K Buy
395
+212
+116% +$19.7K 0.01% 353
2026
Q1 		$17.8K Buy
183
+98
+115% +$8.97K ﹤0.01% 460
2025
Q4 		$7.5K Sell
85
-14
-14% -$1.27K ﹤0.01% 672
2025
Q3 		$8.91K Hold
99
– – ﹤0.01% 613
2025
Q2 		$7.5K Buy
99
+2
+2% +$148 ﹤0.01% 652
2025
Q1 		$6.92K Sell
97
-10
-9% -$779 ﹤0.01% 642
2024
Q4 		$9.39K Buy
107
+10
+10% +$875 ﹤0.01% 648
2024
Q3 		$8.11K Hold
97
– – ﹤0.01% 625
2024
Q2 		$7.38K Buy
97
+25
+35% +$1.85K ﹤0.01% 475
2024
Q1 		$5.17K Sell
72
-23
-24% -$1.65K ﹤0.01% 590
2023
Q4 		$7.1K Buy
+95
New +$6.79K 0.01% 497

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

Fortitude Family Office's SRE Position: Q2 2026 in Review

Fortitude Family Office increased its Sempra (SRE) stake by 116% in Q2 2026, buying an estimated $19.7K and bringing the position to 395 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #353.

Fortitude Family Office first reported a position in SRE in Q4 2023 and has held it in 11 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Fortitude Family Office held 395 shares of Sempra worth $36.6K as of Q2 2026.
  • Fortitude Family Office bought 212 Sempra shares in Q2 2026, an estimated $19.7K.
  • Sempra made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #353 holding.
  • Fortitude Family Office first reported a position in Sempra in Q4 2023 and has held it in 11 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.