Koshinski Asset Management
SRE icon

Koshinski Asset Management’s Sempra SRE Stock Holding History

Koshinski Asset 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 		$235K Sell
2,538
-30
-1% -$2.79K 0.01% 698
2026
Q1 		$249K Buy
+2,568
New +$235K 0.02% 633
2022
Q2 		– Sell
-2,190
Closed -$184K – 1794
2022
Q1 		$184K Buy
2,190
+708
+48% +$50.9K 0.02% 614
2021
Q4 		$98K Buy
1,482
+20
+1% +$1.27K 0.01% 868
2021
Q3 		$92.5K Buy
+1,462
New +$96.5K 0.01% 873

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

Koshinski Asset Management's SRE Position: Q2 2026 in Review

Koshinski Asset Management reduced its Sempra (SRE) stake by 1.2% in Q2 2026, selling an estimated $2.79K and leaving 2,538 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #698.

Koshinski Asset Management first reported a position in SRE in Q3 2021 and has held it in 5 quarters since. The position peaked at $249K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Koshinski Asset Management held 2,538 shares of Sempra worth $235K as of Q2 2026.
  • Koshinski Asset Management sold 30 Sempra shares in Q2 2026, an estimated $2.79K.
  • Sempra made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #698 holding.
  • Koshinski Asset Management first reported a position in Sempra in Q3 2021 and has held it in 5 quarters since.
  • Koshinski Asset Management's Sempra position peaked at $249K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.