Lloyd Advisory Services’s Sempra SRE Stock Holding History

Lloyd Advisory Services’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	$1.87K	Sell	20 -147	-88%	-$13.7K	﹤0.01%	519
2026 Q1	$16.2K	Buy	+167	New	+$15.3K	﹤0.01%	421
2022 Q2	–	Sell	-312	Closed	-$26K	–	486
2022 Q1	$26K	Buy	312 +20	+7%	+$1.44K	0.01%	312
2021 Q4	$19K	Sell	292 -24	-8%	-$1.52K	0.01%	298
2021 Q3	$20K	Buy	316 +150	+90%	+$9.9K	0.01%	252
2021 Q2	$11K	Buy	166 +56	+51%	+$3.83K	0.01%	273
2021 Q1	$7K	Buy	110 +8	+8%	+$498	﹤0.01%	267
2020 Q4	$7K	Sell	102 -60	-37%	-$3.86K	﹤0.01%	224
2020 Q3	$10K	Buy	162 +70	+76%	+$4.31K	0.01%	187
2020 Q2	$5K	Buy	+92	New	+$5.65K	﹤0.01%	215

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lloyd Advisory Services's SRE Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Sempra (SRE) stake by 88% in Q2 2026, selling an estimated $13.7K and leaving 20 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Lloyd Advisory Services first reported a position in SRE in Q2 2020 and has held it in 10 quarters since. The position peaked at $26K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Lloyd Advisory Services held 20 shares of Sempra worth $1.87K as of Q2 2026.
Lloyd Advisory Services sold 147 Sempra shares in Q2 2026, an estimated $13.7K.
Sempra made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #519 holding.
Lloyd Advisory Services first reported a position in Sempra in Q2 2020 and has held it in 10 quarters since.
Lloyd Advisory Services's Sempra position peaked at $26K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.