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Meeder Advisory Services’s Sempra SRE Stock Holding History

Meeder 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 		$1.17M Sell
12,571
-3,723
-23% -$346K 0.04% 283
2026
Q1 		$1.58M Buy
16,294
+1,092
+7% +$99.9K 0.07% 206
2025
Q4 		$1.34M Buy
15,202
+2,204
+17% +$201K 0.06% 218
2025
Q3 		$1.17M Buy
12,998
+615
+5% +$49.8K 0.05% 236
2025
Q2 		$938K Buy
12,383
+1,079
+10% +$80.1K 0.05% 266
2025
Q1 		$807K Sell
11,304
-79
-0.7% -$6.16K 0.05% 268
2024
Q4 		$999K Sell
11,383
-727
-6% -$63.6K 0.06% 234
2024
Q3 		$1.01M Buy
12,110
+729
+6% +$58.3K 0.07% 237
2024
Q2 		$866K Buy
11,381
+3,065
+37% +$227K 0.06% 245
2024
Q1 		$597K Sell
8,316
-543
-6% -$38.9K 0.06% 256
2023
Q4 		$662K Buy
8,859
+690
+8% +$49.4K 0.08% 224
2023
Q3 		$556K Sell
8,169
-1,995
-20% -$144K 0.07% 234
2023
Q2 		$740K Sell
10,164
-298
-3% -$22.4K 0.08% 216
2023
Q1 		$791K Sell
10,462
-2,358
-18% -$181K 0.09% 198
2022
Q4 		$991K Buy
+12,820
New +$992K 0.13% 155

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

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

Meeder Advisory Services reduced its Sempra (SRE) stake by 23% in Q2 2026, selling an estimated $346K and leaving 12,571 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #283.

Meeder Advisory Services first reported a position in SRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Meeder Advisory Services held 12,571 shares of Sempra worth $1.17M as of Q2 2026.
  • Meeder Advisory Services sold 3,723 Sempra shares in Q2 2026, an estimated $346K.
  • Sempra made up 0.04% of Meeder Advisory Services's portfolio in Q2 2026, its #283 holding.
  • Meeder Advisory Services first reported a position in Sempra in Q4 2022 and has held it in 15 quarters since.
  • Meeder Advisory Services's Sempra position peaked at $1.58M in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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