MEG
SRE icon

Millstone Evans Group’s Sempra SRE Stock Holding History

Millstone Evans Group’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 		$12.1K Buy
131
+11
+9% +$1.02K 0.01% 564
2026
Q1 		$11.7K Hold
120
– – 0.01% 555
2025
Q4 		$10.6K Hold
120
– – 0.01% 545
2025
Q3 		$10.8K Hold
120
– – 0.01% 524
2025
Q2 		$9.09K Hold
120
– – 0.01% 533
2025
Q1 		$8.56K Hold
120
– – 0.01% 536
2024
Q4 		$10.5K Buy
+120
New +$10.5K 0.01% 490

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

Millstone Evans Group's SRE Position: Q2 2026 in Review

Millstone Evans Group increased its Sempra (SRE) stake by 9.2% in Q2 2026, buying an estimated $1.02K and bringing the position to 131 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #564.

Millstone Evans Group first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Millstone Evans Group held 131 shares of Sempra worth $12.1K as of Q2 2026.
  • Millstone Evans Group bought 11 Sempra shares in Q2 2026, an estimated $1.02K.
  • Sempra made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #564 holding.
  • Millstone Evans Group first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.