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Insigneo Advisory Services’s Sempra SRE Stock Holding History

Insigneo 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
Q1 		$263K Buy
2,708
+332
+14% +$30.4K 0.02% 546
2025
Q4 		$210K Sell
2,376
-825
-26% -$75.1K 0.02% 635
2025
Q3 		$288K Sell
3,201
-222
-6% -$18K 0.02% 524
2025
Q2 		$259K Sell
3,423
-68
-2% -$5.05K 0.02% 493
2025
Q1 		$249K Buy
3,491
+324
+10% +$25.2K 0.03% 465
2024
Q4 		$278K Sell
3,167
-410
-11% -$35.9K 0.03% 437
2024
Q3 		$299K Buy
+3,577
New +$286K 0.03% 448

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

Insigneo Advisory Services's SRE Position: Q1 2026 in Review

Insigneo Advisory Services increased its Sempra (SRE) stake by 14% in Q1 2026, buying an estimated $30.4K and bringing the position to 2,708 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #546.

Insigneo Advisory Services first reported a position in SRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $299K in Q3 2024. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Insigneo Advisory Services held 2,708 shares of Sempra worth $263K as of Q1 2026.
  • Insigneo Advisory Services bought 332 Sempra shares in Q1 2026, an estimated $30.4K.
  • Sempra made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #546 holding.
  • Insigneo Advisory Services first reported a position in Sempra in Q3 2024 and has held it in 7 quarters since.
  • Insigneo Advisory Services's Sempra position peaked at $299K in Q3 2024.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.