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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
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 $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

Inspire Advisors's SRE Position: Q1 2026 in Review

Inspire Advisors reduced its Sempra (SRE) stake by 3.9% in Q1 2026, selling an estimated $9.06K and leaving 2,442 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #553.

Inspire Advisors first reported a position in SRE in Q4 2020 and has held it in 4 quarters since. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Inspire Advisors held 2,442 shares of Sempra worth $237K as of Q1 2026.
  • Inspire Advisors sold 99 Sempra shares in Q1 2026, an estimated $9.06K.
  • Sempra made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #553 holding.
  • Inspire Advisors first reported a position in Sempra in Q4 2020 and has held it in 4 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.