IA
SRE icon

Inspire Advisors’s Sempra SRE Stock Holding History

Inspire Advisors’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 		$231K Buy
2,492
+50
+2% +$4.65K 0.02% 635
2026
Q1 		$237K Sell
2,442
-99
-4% -$9.06K 0.02% 553
2025
Q4 		$224K Buy
2,541
+167
+7% +$15.2K 0.02% 469
2025
Q3 		$214K Buy
+2,374
New +$192K 0.02% 476
2021
Q1 		– Sell
-1,000
Closed -$64K – 629
2020
Q4 		$64K Buy
+1,000
New +$64.3K 0.02% 213

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

Inspire Advisors's SRE Position: Q2 2026 in Review

Inspire Advisors increased its Sempra (SRE) stake by 2% in Q2 2026, buying an estimated $4.65K and bringing the position to 2,492 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #635.

Inspire Advisors first reported a position in SRE in Q4 2020 and has held it in 5 quarters since. The position peaked at $237K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Inspire Advisors held 2,492 shares of Sempra worth $231K as of Q2 2026.
  • Inspire Advisors bought 50 Sempra shares in Q2 2026, an estimated $4.65K.
  • Sempra made up 0.02% of Inspire Advisors's portfolio in Q2 2026, its #635 holding.
  • Inspire Advisors first reported a position in Sempra in Q4 2020 and has held it in 5 quarters since.
  • Inspire Advisors's Sempra position peaked at $237K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.