Ken Fisher
SRE icon

Ken Fisher’s Sempra SRE Stock Holding History

Ken Fisher’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 		$334K Buy
3,435
+450
+15% +$41.2K ﹤0.01% 890
2025
Q4 		$264K Sell
2,985
-224
-7% -$20.4K ﹤0.01% 921
2025
Q3 		$289K Buy
3,209
+475
+17% +$38.5K ﹤0.01% 898
2025
Q2 		$207K Buy
+2,734
New +$203K ﹤0.01% 959
2025
Q1 		– Sell
-3,713
Closed -$326K – 1067
2024
Q4 		$326K Buy
+3,713
New +$325K ﹤0.01% 857
2024
Q3 		– Sell
-5,311
Closed -$404K – 1013
2024
Q2 		$404K Buy
5,311
+2,409
+83% +$178K ﹤0.01% 831
2024
Q1 		$208K Sell
2,902
-3,565
-55% -$255K ﹤0.01% 935
2023
Q4 		$483K Buy
6,467
+2,490
+63% +$178K ﹤0.01% 780
2023
Q3 		$271K Buy
3,977
+1,005
+34% +$72.5K ﹤0.01% 953
2023
Q2 		$216K Buy
2,972
+134
+5% +$10.1K ﹤0.01% 1012
2023
Q1 		$215K Buy
+2,838
New +$218K ﹤0.01% 978
2022
Q3 		– Sell
-7,526
Closed -$566K – 990
2022
Q2 		$566K Buy
7,526
+4,334
+136% +$348K ﹤0.01% 698
2022
Q1 		$268K Buy
+3,192
New +$229K ﹤0.01% 833
2021
Q1 		– Sell
-3,842
Closed -$245K – 969
2020
Q4 		$245K Buy
+3,842
New +$247K ﹤0.01% 837
2017
Q4 		– Sell
-4,330
Closed -$247K – 886
2017
Q3 		$247K Buy
+4,330
New +$250K ﹤0.01% 717

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

Ken Fisher's SRE Position: Q1 2026 in Review

Ken Fisher increased its Sempra (SRE) stake by 15% in Q1 2026, buying an estimated $41.2K and bringing the position to 3,435 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Ken Fisher first reported a position in SRE in Q3 2017 and has held it in 15 quarters since. The position peaked at $566K in Q2 2022. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Ken Fisher held 3,435 shares of Sempra worth $334K as of Q1 2026.
  • Ken Fisher bought 450 Sempra shares in Q1 2026, an estimated $41.2K.
  • Sempra made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #890 holding.
  • Ken Fisher first reported a position in Sempra in Q3 2017 and has held it in 15 quarters since.
  • Ken Fisher's Sempra position peaked at $566K in Q2 2022.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.