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HBW Advisory Services’s Sempra SRE Stock Holding History

HBW Advisory Services’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 		– Sell
-2,100
Closed -$204K – 494
2026
Q1 		$204K Buy
+2,100
New +$192K 0.02% 430
2024
Q3 		– Sell
-2,640
Closed -$201K – 391
2024
Q2 		$201K Buy
+2,640
New +$195K 0.03% 322

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

HBW Advisory Services's SRE Position: Q2 2026 in Review

HBW Advisory Services sold out of Sempra (SRE) in Q2 2026, closing a stake of 2,100 shares — an estimated $204K sold.

HBW Advisory Services first reported a position in SRE in Q2 2024 and held it in 2 quarters. The position peaked at $204K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • HBW Advisory Services reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • HBW Advisory Services sold 2,100 Sempra shares in Q2 2026, an estimated $204K.
  • HBW Advisory Services first reported a position in Sempra in Q2 2024 and held it in 2 quarters.
  • HBW Advisory Services's Sempra position peaked at $204K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.