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SRE icon

Gleason Group’s Sempra SRE Stock Holding History

Gleason Group’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 		$113K Buy
1,223
+105
+9% +$9.77K 0.01% 96
2026
Q1 		$109K Buy
1,118
+8
+0.7% +$732 0.01% 86
2025
Q4 		$98K Buy
1,110
+8
+0.7% +$728 0.01% 96
2025
Q3 		$99.1K Buy
1,102
+10
+0.9% +$810 0.01% 88
2025
Q2 		$82.8K Buy
1,092
+10
+0.9% +$742 0.01% 95
2025
Q1 		$77.2K Buy
1,082
+8
+0.7% +$623 0.01% 94
2024
Q4 		$94.2K Buy
1,074
+8
+0.8% +$700 0.02% 86
2024
Q3 		$89.1K Buy
1,066
+9
+0.9% +$720 0.02% 95
2024
Q2 		$80.4K Buy
1,057
+9
+0.9% +$665 0.02% 98
2024
Q1 		$75.3K Buy
1,048
+8
+0.8% +$573 0.02% 101
2023
Q4 		$77.7K Buy
1,040
+9
+0.9% +$644 0.02% 94
2023
Q3 		$70.1K Buy
1,031
+9
+0.9% +$649 0.02% 101
2023
Q2 		$74.4K Buy
1,022
+8
+0.8% +$601 0.02% 99
2023
Q1 		$76.7K Buy
1,014
+6
+0.6% +$460 0.02% 97
2022
Q4 		$77.9K Buy
1,008
+10
+1% +$774 0.02% 96
2022
Q3 		$75K Buy
998
+8
+0.8% +$647 0.03% 94
2022
Q2 		$75K Buy
990
+6
+0.6% +$482 0.03% 95
2022
Q1 		$83K Buy
984
+8
+0.8% +$575 0.02% 95
2021
Q4 		$65K Buy
976
+8
+0.8% +$507 0.02% 103
2021
Q3 		$61K Buy
968
+8
+0.8% +$528 0.02% 104
2021
Q2 		$64K Buy
960
+8
+0.8% +$548 0.02% 99
2021
Q1 		$63K Buy
952
+8
+0.8% +$498 0.02% 94
2020
Q4 		$60K Buy
944
+8
+0.9% +$515 0.03% 89
2020
Q3 		$55K Buy
936
+8
+0.9% +$492 0.03% 88
2020
Q2 		$54K Buy
928
+6
+0.7% +$369 0.03% 84
2020
Q1 		$52K Buy
922
+6
+0.7% +$426 0.04% 77
2019
Q4 		$69K Buy
+916
New +$67.2K 0.04% 84

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

Gleason Group's SRE Position: Q2 2026 in Review

Gleason Group increased its Sempra (SRE) stake by 9.4% in Q2 2026, buying an estimated $9.77K and bringing the position to 1,223 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #96.

Gleason Group first reported a position in SRE in Q4 2019 and has held it in 27 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Gleason Group held 1,223 shares of Sempra worth $113K as of Q2 2026.
  • Gleason Group bought 105 Sempra shares in Q2 2026, an estimated $9.77K.
  • Sempra made up 0.01% of Gleason Group's portfolio in Q2 2026, its #96 holding.
  • Gleason Group first reported a position in Sempra in Q4 2019 and has held it in 27 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.