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J. Derek Lewis & Associates’s Sempra SRE Stock Holding History

J. Derek Lewis & Associates’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 		$266K Buy
2,872
+95
+3% +$8.84K 0.05% 153
2026
Q1 		$270K Buy
2,777
+300
+12% +$27.5K 0.06% 143
2025
Q4 		$219K Buy
+2,477
New +$226K 0.05% 164

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

J. Derek Lewis & Associates's SRE Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Sempra (SRE) stake by 3.4% in Q2 2026, buying an estimated $8.84K and bringing the position to 2,872 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #153.

J. Derek Lewis & Associates first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q1 2026. 715 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • J. Derek Lewis & Associates held 2,872 shares of Sempra worth $266K as of Q2 2026.
  • J. Derek Lewis & Associates bought 95 Sempra shares in Q2 2026, an estimated $8.84K.
  • Sempra made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #153 holding.
  • J. Derek Lewis & Associates first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Sempra position peaked at $270K in Q1 2026.
  • 715 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.