KCM Investment Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $558K | Sell |
5,745
-335
| -6% | -$30.7K | 0.02% | 255 |
|
|
2025
Q4 | $537K | Buy |
6,080
+85
| +1% | +$7.74K | 0.02% | 265 |
|
|
2025
Q3 | $539K | Buy |
5,995
+189
| +3% | +$15.3K | 0.02% | 262 |
|
|
2025
Q2 | $440K | Sell |
5,806
-13,930
| -71% | -$1.03M | 0.01% | 275 |
|
|
2025
Q1 | $1.41M | Sell |
19,736
-9,180
| -32% | -$715K | 0.05% | 175 |
|
|
2024
Q4 | $2.54M | Sell |
28,916
-250
| -0.9% | -$21.9K | 0.09% | 140 |
|
|
2024
Q3 | $2.44M | Sell |
29,166
-1,550
| -5% | -$124K | 0.08% | 148 |
|
|
2024
Q2 | $2.34M | Sell |
30,716
-1,280
| -4% | -$94.6K | 0.08% | 143 |
|
|
2024
Q1 | $2.3M | Sell |
31,996
-362
| -1% | -$25.9K | 0.08% | 143 |
|
|
2023
Q4 | $2.42M | Sell |
32,358
-5,678
| -15% | -$406K | 0.1% | 138 |
|
|
2023
Q3 | $2.59M | Sell |
38,036
-524
| -1% | -$37.8K | 0.11% | 131 |
|
|
2023
Q2 | $2.81M | Sell |
38,560
-1,800
| -4% | -$135K | 0.11% | 132 |
|
|
2023
Q1 | $3.05M | Sell |
40,360
-750
| -2% | -$57.5K | 0.12% | 132 |
|
|
2022
Q4 | $3.18M | Hold |
41,110
| – | – | 0.14% | 125 |
|
|
2022
Q3 | $3.08M | Sell |
41,110
-390
| -0.9% | -$31.6K | 0.14% | 122 |
|
|
2022
Q2 | $3.12M | Sell |
41,500
-326
| -0.8% | -$26.2K | 0.14% | 121 |
|
|
2022
Q1 | $3.52M | Sell |
41,826
-1,024
| -2% | -$73.6K | 0.13% | 127 |
|
|
2021
Q4 | $2.83M | Sell |
42,850
-2,250
| -5% | -$143K | 0.1% | 149 |
|
|
2021
Q3 | $2.85M | Buy |
45,100
+782
| +2% | +$51.6K | 0.11% | 134 |
|
|
2021
Q2 | $2.94M | Sell |
44,318
-1,724
| -4% | -$118K | 0.12% | 130 |
|
|
2021
Q1 | $3.05M | Buy |
46,042
+3,850
| +9% | +$239K | 0.14% | 117 |
|
|
2020
Q4 | $2.69M | Buy |
42,192
+9,850
| +30% | +$634K | 0.13% | 119 |
|
|
2020
Q3 | $1.91M | Buy |
32,342
+30
| +0.1% | +$1.85K | 0.11% | 132 |
|
|
2020
Q2 | $1.89M | Sell |
32,312
-13,582
| -30% | -$834K | 0.11% | 132 |
|
|
2020
Q1 | $2.59M | Sell |
45,894
-4,466
| -9% | -$317K | 0.17% | 100 |
|
|
2019
Q4 | $3.81M | Sell |
50,360
-2,310
| -4% | -$169K | 0.21% | 95 |
|
|
2019
Q3 | $3.89M | Sell |
52,670
-6,196
| -11% | -$434K | 0.23% | 94 |
|
|
2019
Q2 | $4.04M | Buy |
58,866
+2,216
| +4% | +$145K | 0.24% | 94 |
|
|
2019
Q1 | $3.56M | Sell |
56,650
-5,238
| -8% | -$309K | 0.23% | 100 |
|
|
2018
Q4 | $3.35M | Sell |
61,888
-258
| -0.4% | -$14.7K | 0.22% | 99 |
|
|
2018
Q3 | $3.54M | Sell |
62,146
-1,696
| -3% | -$98.2K | 0.2% | 101 |
|
|
2018
Q2 | $3.71M | Sell |
63,842
-590
| -0.9% | -$32.3K | 0.23% | 97 |
|
|
2018
Q1 | $3.58M | Buy |
64,432
+922
| +1% | +$49.7K | 0.22% | 107 |
|
|
2017
Q4 | $3.4M | Sell |
63,510
-134
| -0.2% | -$7.77K | 0.2% | 121 |
|
|
2017
Q3 | $3.63M | Sell |
63,644
-1,000
| -2% | -$57.8K | 0.22% | 112 |
|
|
2017
Q2 | $3.64M | Sell |
64,644
-2,800
| -4% | -$158K | 0.23% | 115 |
|
|
2017
Q1 | $3.73M | Buy |
67,444
+1,338
| +2% | +$71K | 0.24% | 112 |
|
|
2016
Q4 | $3.33M | Buy |
66,106
+3,420
| +5% | +$174K | 0.22% | 118 |
|
|
2016
Q3 | $3.36M | Buy |
62,686
+11,522
| +23% | +$627K | 0.23% | 110 |
|
|
2016
Q2 | $2.92M | Buy |
51,164
+22,860
| +81% | +$1.21M | 0.2% | 129 |
|
|
2016
Q1 | $1.47M | Sell |
28,304
-10,850
| -28% | -$523K | 0.11% | 202 |
|
|
2015
Q4 | $1.84M | Buy |
39,154
+322
| +0.8% | +$15.9K | 0.15% | 176 |
|
|
2015
Q3 | $1.88M | Sell |
38,832
-312
| -0.8% | -$15.4K | 0.16% | 171 |
|
|
2015
Q2 | $1.94M | Hold |
39,144
| – | – | 0.15% | 173 |
|
|
2015
Q1 | $2.13M | Sell |
39,144
-200
| -0.5% | -$11K | 0.17% | 157 |
|
|
2014
Q4 | $2.19M | Sell |
39,344
-7,854
| -17% | -$428K | 0.18% | 144 |
|
|
2014
Q3 | $2.49M | Hold |
47,198
| – | – | 0.23% | 128 |
|
|
2014
Q2 | $2.47M | Sell |
47,198
-5,000
| -10% | -$248K | 0.23% | 125 |
|
|
2014
Q1 | $2.52M | Hold |
52,198
| – | – | 0.26% | 117 |
|
|
2013
Q4 | $2.34M | Sell |
52,198
-2,942
| -5% | -$131K | 0.25% | 121 |
|
|
2013
Q3 | $2.36M | Sell |
55,140
-150
| -0.3% | -$6.37K | 0.28% | 107 |
|
|
2013
Q2 | $2.26M | Buy |
+55,290
| New | +$2.25M | 0.27% | 108 |
|
Other funds holding SRE
VCM
VPM
KCM Investment Advisors's SRE Position: Q1 2026 in Review
KCM Investment Advisors reduced its Sempra (SRE) stake by 5.5% in Q1 2026, selling an estimated $30.7K and leaving 5,745 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #255.
KCM Investment Advisors first reported a position in SRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.04M in Q2 2019. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.
- KCM Investment Advisors held 5,745 shares of Sempra worth $558K as of Q1 2026.
- KCM Investment Advisors sold 335 Sempra shares in Q1 2026, an estimated $30.7K.
- Sempra made up 0.02% of KCM Investment Advisors's portfolio in Q1 2026, its #255 holding.
- KCM Investment Advisors first reported a position in Sempra in Q2 2013 and has held it in 52 quarters since.
- KCM Investment Advisors's Sempra position peaked at $4.04M in Q2 2019.
- 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.
Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.