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GHP Investment Advisors’s Sempra SRE Stock Holding History

GHP Investment 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
Q2 		$55.1K Buy
594
+100
+20% +$9.3K ﹤0.01% 551
2026
Q1 		$48K Sell
494
-1,184
-71% -$108K ﹤0.01% 551
2025
Q4 		$148K Hold
1,678
– – 0.01% 414
2025
Q3 		$151K Hold
1,678
– – 0.01% 406
2025
Q2 		$127K Buy
1,678
+784
+88% +$58.2K 0.01% 413
2025
Q1 		$63.8K Hold
894
– – ﹤0.01% 477
2024
Q4 		$78.4K Hold
894
– – ﹤0.01% 461
2024
Q3 		$74.8K Hold
894
– – ﹤0.01% 472
2024
Q2 		$68K Buy
894
+400
+81% +$29.6K ﹤0.01% 470
2024
Q1 		$35.5K Hold
494
– – ﹤0.01% 528
2023
Q4 		$36.9K Sell
494
-164
-25% -$11.7K ﹤0.01% 519
2023
Q3 		$45.7K Buy
658
+22
+3% +$1.59K ﹤0.01% 501
2023
Q2 		$45.9K Buy
636
+142
+29% +$10.7K ﹤0.01% 495
2023
Q1 		$37.3K Hold
494
– – ﹤0.01% 524
2022
Q4 		$38.2K Hold
494
– – ﹤0.01% 515
2022
Q3 		$37K Hold
494
– – ﹤0.01% 516
2022
Q2 		$37K Hold
494
– – ﹤0.01% 515
2022
Q1 		$42K Buy
+494
New +$35.5K ﹤0.01% 522

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

GHP Investment Advisors's SRE Position: Q2 2026 in Review

GHP Investment Advisors increased its Sempra (SRE) stake by 20% in Q2 2026, buying an estimated $9.3K and bringing the position to 594 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

GHP Investment Advisors first reported a position in SRE in Q1 2022 and has held it in 18 quarters since. The position peaked at $151K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • GHP Investment Advisors held 594 shares of Sempra worth $55.1K as of Q2 2026.
  • GHP Investment Advisors bought 100 Sempra shares in Q2 2026, an estimated $9.3K.
  • Sempra made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #551 holding.
  • GHP Investment Advisors first reported a position in Sempra in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's Sempra position peaked at $151K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.