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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
Q2 		$139K Hold
1,500
– – 0.01% 127
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
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 $3.38T AUM 44.17% 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

Kimelman & Baird's SRE Position: Q2 2026 in Review

Kimelman & Baird held its Sempra (SRE) position steady in Q2 2026 at 1,500 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #127.

Kimelman & Baird first reported a position in SRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $146K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Kimelman & Baird held 1,500 shares of Sempra worth $139K as of Q2 2026.
  • Kimelman & Baird left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.01% of Kimelman & Baird's portfolio in Q2 2026, its #127 holding.
  • Kimelman & Baird first reported a position in Sempra in Q2 2024 and has held it in 9 quarters since.
  • Kimelman & Baird's Sempra position peaked at $146K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.