Kayne Anderson Rudnick Investment Management
SRE icon

Kayne Anderson Rudnick Investment Management’s Sempra SRE Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$7.43K Buy
80
+29
+57% +$2.7K ﹤0.01% 764
2026
Q1 		$5.03K Hold
51
– – ﹤0.01% 731
2025
Q4 		$4.57K Buy
51
+2
+4% +$182 ﹤0.01% 755
2025
Q3 		$4.41K Hold
49
– – ﹤0.01% 766
2025
Q2 		$3.71K Hold
49
– – ﹤0.01% 782
2025
Q1 		$3.5K Hold
49
– – ﹤0.01% 759
2024
Q4 		$4.3K Hold
49
– – ﹤0.01% 750
2024
Q3 		$4.1K Hold
49
– – ﹤0.01% 742
2024
Q2 		$3.73K Sell
49
-20
-29% -$1.48K ﹤0.01% 703
2024
Q1 		$4.96K Sell
69
-80
-54% -$5.73K ﹤0.01% 676
2023
Q4 		$11.1K Buy
149
+87
+140% +$6.22K ﹤0.01% 610
2023
Q3 		$4.22K Buy
62
+34
+121% +$2.45K ﹤0.01% 631
2023
Q2 		$2.04K Buy
+28
New +$2.1K ﹤0.01% 687

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

Kayne Anderson Rudnick Investment Management's SRE Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Sempra (SRE) stake by 57% in Q2 2026, buying an estimated $2.7K and bringing the position to 80 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Kayne Anderson Rudnick Investment Management first reported a position in SRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.1K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 80 shares of Sempra worth $7.43K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 29 Sempra shares in Q2 2026, an estimated $2.7K.
  • Sempra made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #764 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Sempra in Q2 2023 and has held it in 13 quarters since.
  • Kayne Anderson Rudnick Investment Management's Sempra position peaked at $11.1K in Q4 2023.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.