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Glenview Trust’s Sempra SRE Stock Holding History

Glenview Trust’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 		$528K Buy
5,697
+250
+5% +$23.3K 0.01% 362
2026
Q1 		$529K Buy
5,447
+27
+0.5% +$2.47K 0.01% 355
2025
Q4 		$479K Sell
5,420
-289
-5% -$26.3K 0.01% 376
2025
Q3 		$514K Buy
+5,709
New +$462K 0.01% 375
2023
Q1 		– Sell
-4,732
Closed -$366K – 453
2022
Q4 		$366K Buy
+4,732
New +$366K 0.01% 341

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

Glenview Trust's SRE Position: Q2 2026 in Review

Glenview Trust increased its Sempra (SRE) stake by 4.6% in Q2 2026, buying an estimated $23.3K and bringing the position to 5,697 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #362.

Glenview Trust first reported a position in SRE in Q4 2022 and has held it in 5 quarters since. The position peaked at $529K in Q1 2026. 1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Glenview Trust held 5,697 shares of Sempra worth $528K as of Q2 2026.
  • Glenview Trust bought 250 Sempra shares in Q2 2026, an estimated $23.3K.
  • Sempra made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #362 holding.
  • Glenview Trust first reported a position in Sempra in Q4 2022 and has held it in 5 quarters since.
  • Glenview Trust's Sempra position peaked at $529K in Q1 2026.
  • 1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.