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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Insigneo Advisory Services increased its Sempra (SRE) stake by 10% in Q2 2026, buying an estimated $25.9K and bringing the position to 2,986 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #666.

Insigneo Advisory Services first reported a position in SRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $299K in Q3 2024. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Insigneo Advisory Services held 2,986 shares of Sempra worth $277K as of Q2 2026.
Insigneo Advisory Services bought 278 Sempra shares in Q2 2026, an estimated $25.9K.
Sempra made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #666 holding.
Insigneo Advisory Services first reported a position in Sempra in Q3 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's Sempra position peaked at $299K in Q3 2024.
1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.