Kimelman & Baird’s Sempra SRE Stock Holding History

Kimelman & Baird’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	$146K	Hold	1,500	–	–	0.01%	126
2025 Q4	$132K	Hold	1,500	–	–	0.01%	134
2025 Q3	$135K	Hold	1,500	–	–	0.01%	131
2025 Q2	$114K	Hold	1,500	–	–	0.01%	139
2025 Q1	$107K	Hold	1,500	–	–	0.01%	140
2024 Q4	$132K	Hold	1,500	–	–	0.01%	137
2024 Q3	$125K	Hold	1,500	–	–	0.01%	145
2024 Q2	$114K	Buy	+1,500	New	+$111K	0.01%	147

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kimelman & Baird's SRE Position: Q1 2026 in Review

Kimelman & Baird held its Sempra (SRE) position steady in Q1 2026 at 1,500 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #126.

Kimelman & Baird first reported a position in SRE in Q2 2024 and has held it in 8 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Kimelman & Baird held 1,500 shares of Sempra worth $146K as of Q1 2026.
Kimelman & Baird left its Sempra share count unchanged in Q1 2026.
Sempra made up 0.01% of Kimelman & Baird's portfolio in Q1 2026, its #126 holding.
Kimelman & Baird first reported a position in Sempra in Q2 2024 and has held it in 8 quarters since.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.