Frank Rimerman Advisors’s Sempra SRE Stock Holding History

Frank Rimerman 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	$486K	Buy	5,003 +19	+0.4%	+$1.74K	0.03%	384
2025 Q4	$440K	Buy	4,984 +19	+0.4%	+$1.73K	0.03%	412
2025 Q3	$447K	Buy	4,965 +44	+0.9%	+$3.56K	0.03%	394
2025 Q2	$373K	Sell	4,921 -521	-10%	-$38.7K	0.03%	404
2025 Q1	$388K	Buy	5,442 +525	+11%	+$40.9K	0.03%	362
2024 Q4	$431K	Sell	4,917 -4	-0.1%	-$350	0.03%	335
2024 Q3	$412K	Sell	4,921 -19	-0.4%	-$1.52K	0.03%	363
2024 Q2	$376K	Buy	4,940 +4,916	+20,483%	+$363K	0.03%	404
2024 Q1	$1.72K	Hold	24	–	–	﹤0.01%	291
2023 Q4	$1.79K	Buy	+24	New	+$1.72K	﹤0.01%	275

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frank Rimerman Advisors's SRE Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Sempra (SRE) stake by 0.38% in Q1 2026, buying an estimated $1.74K and bringing the position to 5,003 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #384.

Frank Rimerman Advisors first reported a position in SRE in Q4 2023 and has held it in 10 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Frank Rimerman Advisors held 5,003 shares of Sempra worth $486K as of Q1 2026.
Frank Rimerman Advisors bought 19 Sempra shares in Q1 2026, an estimated $1.74K.
Sempra made up 0.03% of Frank Rimerman Advisors's portfolio in Q1 2026, its #384 holding.
Frank Rimerman Advisors first reported a position in Sempra in Q4 2023 and has held it in 10 quarters since.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.