Gradient Investments’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $867K | Buy |
9,350
+12
| +0.1% | +$1.12K | 0.01% | 332 |
|
|
2026
Q1 | $907K | Buy |
9,338
+17
| +0.2% | +$1.56K | 0.01% | 314 |
|
|
2025
Q4 | $823K | Sell |
9,321
-2
| -0% | -$182 | 0.01% | 253 |
|
|
2025
Q3 | $839K | Sell |
9,323
-471
| -5% | -$38.1K | 0.01% | 270 |
|
|
2025
Q2 | $742K | Buy |
9,794
+4
| +0% | +$297 | 0.01% | 252 |
|
|
2025
Q1 | $699K | Buy |
9,790
+21
| +0.2% | +$1.64K | 0.01% | 213 |
|
|
2024
Q4 | $857K | Buy |
9,769
+3
| +0% | +$263 | 0.02% | 195 |
|
|
2024
Q3 | $817K | Buy |
9,766
+368
| +4% | +$29.4K | 0.02% | 192 |
|
|
2024
Q2 | $715K | Buy |
9,398
+103
| +1% | +$7.61K | 0.02% | 203 |
|
|
2024
Q1 | $668K | Sell |
9,295
-4,176
| -31% | -$299K | 0.02% | 198 |
|
|
2023
Q4 | $1.01M | Buy |
13,471
+34
| +0.3% | +$2.43K | 0.02% | 192 |
|
|
2023
Q3 | $914K | Sell |
13,437
-251
| -2% | -$18.1K | 0.02% | 180 |
|
|
2023
Q2 | $996K | Sell |
13,688
-846
| -6% | -$63.5K | 0.03% | 177 |
|
|
2023
Q1 | $1.1M | Sell |
14,534
-36
| -0.2% | -$2.76K | 0.03% | 174 |
|
|
2022
Q4 | $1.13M | Buy |
14,570
+20
| +0.1% | +$1.55K | 0.04% | 177 |
|
|
2022
Q3 | $1.09M | Sell |
14,550
-782
| -5% | -$63.3K | 0.03% | 175 |
|
|
2022
Q2 | $1.15M | Sell |
15,332
-2,132
| -12% | -$171K | 0.03% | 176 |
|
|
2022
Q1 | $1.47M | Sell |
17,464
-378
| -2% | -$27.2K | 0.04% | 166 |
|
|
2021
Q4 | $1.18M | Buy |
17,842
+210
| +1% | +$13.3K | 0.03% | 169 |
|
|
2021
Q3 | $1.11M | Sell |
17,632
-18
| -0.1% | -$1.19K | 0.03% | 172 |
|
|
2021
Q2 | $1.17M | Sell |
17,650
-6,762
| -28% | -$463K | 0.03% | 172 |
|
|
2021
Q1 | $1.62M | Sell |
24,412
-690
| -3% | -$42.9K | 0.05% | 166 |
|
|
2020
Q4 | $1.49M | Hold |
25,102
| – | – | 0.06% | 142 |
|
|
2020
Q3 | $1.49M | Buy |
25,102
+1,972
| +9% | +$121K | 0.06% | 142 |
|
|
2020
Q2 | $1.36M | Buy |
23,130
+1,660
| +8% | +$102K | 0.06% | 155 |
|
|
2020
Q1 | $1.21M | Buy |
21,470
+8,444
| +65% | +$599K | 0.07% | 160 |
|
|
2019
Q4 | $987K | Sell |
13,026
-258
| -2% | -$18.9K | 0.04% | 196 |
|
|
2019
Q3 | $980K | Sell |
13,284
-138
| -1% | -$9.66K | 0.05% | 194 |
|
|
2019
Q2 | $922K | Sell |
13,422
-740
| -5% | -$48.5K | 0.05% | 196 |
|
|
2019
Q1 | $891K | Sell |
14,162
-850
| -6% | -$50.1K | 0.06% | 146 |
|
|
2018
Q4 | $812K | Sell |
15,012
-1,618
| -10% | -$92.2K | 0.05% | 139 |
|
|
2018
Q3 | $946K | Buy |
16,630
+976
| +6% | +$56.5K | 0.05% | 164 |
|
|
2018
Q2 | $909K | Buy |
15,654
+2,916
| +23% | +$159K | 0.05% | 152 |
|
|
2018
Q1 | $708K | Sell |
12,738
-3,936
| -24% | -$212K | 0.04% | 149 |
|
|
2017
Q4 | $891K | Buy |
16,674
+364
| +2% | +$21.1K | 0.05% | 141 |
|
|
2017
Q3 | $931K | Buy |
16,310
+3,306
| +25% | +$191K | 0.06% | 133 |
|
|
2017
Q2 | $733K | Buy |
13,004
+410
| +3% | +$23.2K | 0.05% | 126 |
|
|
2017
Q1 | $696K | Sell |
12,594
-424
| -3% | -$22.5K | 0.05% | 111 |
|
|
2016
Q4 | $655K | Sell |
13,018
-710
| -5% | -$36.1K | 0.06% | 119 |
|
|
2016
Q3 | $736K | Sell |
13,728
-256
| -2% | -$13.9K | 0.07% | 106 |
|
|
2016
Q2 | $797K | Sell |
13,984
-600
| -4% | -$31.8K | 0.09% | 100 |
|
|
2016
Q1 | $759K | Sell |
14,584
-236
| -2% | -$11.4K | 0.09% | 101 |
|
|
2015
Q4 | $697K | Sell |
14,820
-1,928
| -12% | -$95.2K | 0.09% | 112 |
|
|
2015
Q3 | $810K | Sell |
16,748
-230
| -1% | -$11.3K | 0.11% | 107 |
|
|
2015
Q2 | $840K | Sell |
16,978
-604
| -3% | -$32K | 0.12% | 112 |
|
|
2015
Q1 | $958K | Hold |
17,582
| – | – | 0.14% | 109 |
|
|
2014
Q4 | $979K | Hold |
17,582
| – | – | 0.16% | 105 |
|
|
2014
Q3 | $926K | Buy |
17,582
+3,160
| +22% | +$163K | 0.17% | 105 |
|
|
2014
Q2 | $755K | Buy |
14,422
+4
| +0% | +$199 | 0.15% | 106 |
|
|
2014
Q1 | $698K | Buy |
14,418
+1,398
| +11% | +$65K | 0.16% | 98 |
|
|
2013
Q4 | $584K | Hold |
13,020
| – | – | 0.16% | 94 |
|
|
2013
Q3 | $557K | Sell |
13,020
-264
| -2% | -$11.2K | 0.18% | 94 |
|
|
2013
Q2 | $543K | Buy |
+13,284
| New | +$541K | 0.2% | 92 |
|
Other funds holding SRE
Gradient Investments's SRE Position: Q2 2026 in Review
Gradient Investments increased its Sempra (SRE) stake by 0.13% in Q2 2026, buying an estimated $1.12K and bringing the position to 9,350 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #332.
Gradient Investments first reported a position in SRE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.62M in Q1 2021. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.
- Gradient Investments held 9,350 shares of Sempra worth $867K as of Q2 2026.
- Gradient Investments bought 12 Sempra shares in Q2 2026, an estimated $1.12K.
- Sempra made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #332 holding.
- Gradient Investments first reported a position in Sempra in Q2 2013 and has held it in 53 quarters since.
- Gradient Investments's Sempra position peaked at $1.62M in Q1 2021.
- 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.