Gratus Wealth Advisors’s Sempra SRE Stock Holding History

Gratus Wealth 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	$736K	Buy	+7,939	New	+$738K	0.09%	73

Other funds holding SRE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gratus Wealth Advisors's SRE Position: Q2 2026 in Review

Gratus Wealth Advisors opened a new position in Sempra (SRE) in Q2 2026: 7,939 shares worth $736K. The stake represents 0.09% of the portfolio and ranks #73 among its holdings.

473 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Gratus Wealth Advisors held 7,939 shares of Sempra worth $736K as of Q2 2026.
Sempra was a new Gratus Wealth Advisors position in Q2 2026.
Sempra made up 0.09% of Gratus Wealth Advisors's portfolio in Q2 2026, its #73 holding.
473 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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