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Forvis Mazars Wealth Advisors’s Sempra SRE Stock Holding History

Forvis Mazars Wealth Advisors’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 		$960K Buy
9,875
+148
+2% +$13.5K 0.02% 212
2025
Q4 		$859K Sell
9,727
-61
-0.6% -$5.55K 0.02% 223
2025
Q3 		$881K Sell
9,788
-727
-7% -$58.9K 0.02% 219
2025
Q2 		$797K Sell
10,515
-347
-3% -$25.8K 0.02% 226
2025
Q1 		$775K Buy
10,862
+328
+3% +$25.6K 0.02% 227
2024
Q4 		$924K Sell
10,534
-55
-0.5% -$4.81K 0.02% 233
2024
Q3 		$886K Buy
10,589
+112
+1% +$8.96K 0.02% 245
2024
Q2 		$797K Buy
10,477
+292
+3% +$21.6K 0.02% 229
2024
Q1 		$732K Buy
10,185
+172
+2% +$12.3K 0.02% 245
2023
Q4 		$748K Buy
10,013
+353
+4% +$25.2K 0.02% 232
2023
Q3 		$657K Sell
9,660
-1,558
-14% -$112K 0.02% 236
2023
Q2 		$817K Buy
11,218
+2,496
+29% +$187K 0.02% 233
2023
Q1 		$659K Sell
8,722
-1,196
-12% -$91.8K 0.02% 232
2022
Q4 		$766K Hold
9,918
– – 0.03% 221
2022
Q3 		$744K Buy
9,918
+68
+0.7% +$5.5K 0.03% 221
2022
Q2 		$740K Buy
9,850
+5,774
+142% +$464K 0.03% 217
2022
Q1 		$343K Buy
4,076
+254
+7% +$18.3K 0.01% 226
2021
Q4 		$253K Sell
3,822
-88
-2% -$5.58K 0.01% 256
2021
Q3 		$247K Buy
3,910
+498
+15% +$32.9K 0.01% 245
2021
Q2 		$226K Buy
3,412
+48
+1% +$3.29K 0.01% 244
2021
Q1 		$223K Sell
3,364
-740
-18% -$46K 0.01% 254
2020
Q4 		$261K Buy
4,104
+88
+2% +$5.66K 0.01% 310
2020
Q3 		$238K Buy
+4,016
New +$247K 0.01% 286

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

Forvis Mazars Wealth Advisors's SRE Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Sempra (SRE) stake by 1.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 9,875 shares worth $960K. The position accounts for 0.02% of the portfolio, ranked #212.

Forvis Mazars Wealth Advisors first reported a position in SRE in Q3 2020 and has held it in 23 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 9,875 shares of Sempra worth $960K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 148 Sempra shares in Q1 2026, an estimated $13.5K.
  • Sempra made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #212 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Sempra in Q3 2020 and has held it in 23 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.