Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$227K Buy
2,319
+1,326
+134% +$121K 0.01% 380
2025
Q4
$88K Hold
993
﹤0.01% 417
2025
Q3
$89.4K Buy
993
+51
+5% +$4.13K 0.01% 337
2025
Q2
$71.6K Hold
942
﹤0.01% 358
2025
Q1
$67.5K Sell
942
-710
-43% -$55.3K ﹤0.01% 361
2024
Q4
$146K Hold
1,652
0.01% 268
2024
Q3
$139K Hold
1,652
0.01% 276
2024
Q2
$126K Hold
1,652
0.01% 277
2024
Q1
$119K Hold
1,652
0.01% 280
2023
Q4
$124K Sell
1,652
-20
-1% -$1.43K 0.01% 272
2023
Q3
$114K Buy
1,672
+20
+1% +$1.44K 0.01% 270
2023
Q2
$120K Buy
1,652
+1,094
+196% +$82.2K 0.01% 264
2023
Q1
$42.2K Hold
558
﹤0.01% 378
2022
Q4
$43.1K Sell
558
-110
-16% -$8.51K ﹤0.01% 358
2022
Q3
$50K Hold
668
0.01% 344
2022
Q2
$50K Buy
668
+652
+4,075% +$52.4K 0.01% 318
2022
Q1
$1K Buy
+16
New +$1.15K ﹤0.01% 744
2021
Q4
Sell
-16
Closed -$1K 597
2021
Q3
$1K Buy
+16
New +$1.06K ﹤0.01% 726
2018
Q2
Sell
-20
Closed -$1K 487
2018
Q1
$1K Hold
20
﹤0.01% 451
2017
Q4
$1K Hold
20
﹤0.01% 462
2017
Q3
$1K Hold
20
﹤0.01% 491
2017
Q2
$1K Sell
20
-742
-97% -$42K ﹤0.01% 484
2017
Q1
$42K Buy
+762
New +$40.4K 0.01% 242
2016
Q2
Sell
-212
Closed -$11K 558
2016
Q1
$11K Buy
212
+2
+1% +$96 ﹤0.01% 320
2015
Q4
$10K Hold
210
﹤0.01% 337
2015
Q3
$10K Buy
210
+2
+1% +$98 ﹤0.01% 322
2015
Q2
$10K Buy
208
+2
+1% +$106 ﹤0.01% 333
2015
Q1
$11K Hold
206
﹤0.01% 318
2014
Q4
$11K Buy
206
+2
+1% +$109 ﹤0.01% 302
2014
Q3
$10K Buy
204
+2
+1% +$103 ﹤0.01% 319
2014
Q2
$10K Hold
202
﹤0.01% 319
2014
Q1
$10K Sell
202
-66
-25% -$3.07K ﹤0.01% 318
2013
Q4
$13K Buy
268
+2
+0.8% +$89 ﹤0.01% 268
2013
Q3
$13K Buy
266
+70
+36% +$2.97K 0.01% 264
2013
Q2
$10K Buy
+196
New +$7.99K 0.01% 241

Other funds holding SRE

MCF Advisors's SRE Position: Q1 2026 in Review

MCF Advisors increased its Sempra (SRE) stake by 134% in Q1 2026, buying an estimated $121K and bringing the position to 2,319 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #380.

MCF Advisors first reported a position in SRE in Q2 2013 and has held it in 35 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • MCF Advisors held 2,319 shares of Sempra worth $227K as of Q1 2026.
  • MCF Advisors bought 1,326 Sempra shares in Q1 2026, an estimated $121K.
  • Sempra made up 0.01% of MCF Advisors's portfolio in Q1 2026, its #380 holding.
  • MCF Advisors first reported a position in Sempra in Q2 2013 and has held it in 35 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.