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Greykasell Wealth Strategies’s Sempra SRE Stock Holding History

Greykasell Wealth Strategies’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
Q1 		$20.8K Buy
214
+42
+24% +$3.84K 0.01% 328
2025
Q4 		$15.2K Hold
172
– – 0.01% 332
2025
Q3 		$15.5K Hold
172
– – 0.01% 280
2025
Q2 		$13K Hold
172
– – 0.01% 238
2025
Q1 		$12.3K Buy
+172
New +$13.4K 0.01% 250

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greykasell Wealth Strategies's SRE Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Sempra (SRE) stake by 24% in Q1 2026, buying an estimated $3.84K and bringing the position to 214 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #328.

Greykasell Wealth Strategies first reported a position in SRE in Q1 2025 and has held it in 5 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Greykasell Wealth Strategies held 214 shares of Sempra worth $20.8K as of Q1 2026.
  • Greykasell Wealth Strategies bought 42 Sempra shares in Q1 2026, an estimated $3.84K.
  • Sempra made up 0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #328 holding.
  • Greykasell Wealth Strategies first reported a position in Sempra in Q1 2025 and has held it in 5 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.