Insigneo Advisory Services
SRE icon

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
Q3 		$260K Buy
3,341
+355
+12% +$30.7K 0.01% 684
2026
Q2 		$277K Buy
2,986
+278
+10% +$25.9K 0.01% 666
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Insigneo Advisory Services's SRE Position: Q3 2026 in Review

Insigneo Advisory Services increased its Sempra (SRE) stake by 12% in Q3 2026, buying an estimated $30.7K and bringing the position to 3,341 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #684.

Insigneo Advisory Services first reported a position in SRE in Q3 2024 and has held it in 9 quarters since. The position peaked at $299K in Q3 2024. 1,037 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Insigneo Advisory Services held 3,341 shares of Sempra worth $260K as of Q3 2026.
  • Insigneo Advisory Services bought 355 Sempra shares in Q3 2026, an estimated $30.7K.
  • Sempra made up 0.01% of Insigneo Advisory Services's portfolio in Q3 2026, its #684 holding.
  • Insigneo Advisory Services first reported a position in Sempra in Q3 2024 and has held it in 9 quarters since.
  • Insigneo Advisory Services's Sempra position peaked at $299K in Q3 2024.
  • 1,037 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Insigneo Advisory Services's 13F filing for Q3 2026, filed 13 Nov 2026.