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Medallion Wealth Advisors’s Sempra SRE Stock Holding History

Medallion Wealth Advisors’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 		$63.8K Buy
656
+4
+0.6% +$366 0.02% 427
2025
Q4 		$57.6K Buy
652
+4
+0.6% +$364 0.02% 451
2025
Q3 		$58.3K Sell
648
-145
-18% -$11.7K 0.02% 445
2025
Q2 		$60.4K Buy
793
+5
+0.6% +$371 0.02% 430
2025
Q1 		$56.4K Buy
788
+211
+37% +$16.4K 0.03% 411
2024
Q4 		$50.5K Buy
+577
New +$50.5K 0.03% 403

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's SRE Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Sempra (SRE) stake by 0.61% in Q1 2026, buying an estimated $366 and bringing the position to 656 shares worth $63.8K. The position accounts for 0.02% of the portfolio, ranked #427.

Medallion Wealth Advisors first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Medallion Wealth Advisors held 656 shares of Sempra worth $63.8K as of Q1 2026.
  • Medallion Wealth Advisors bought 4 Sempra shares in Q1 2026, an estimated $366.
  • Sempra made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #427 holding.
  • Medallion Wealth Advisors first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.