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Mirabella Financial Services’s Sempra SRE Stock Holding History

Mirabella Financial 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 		$549K Buy
+5,918
New +$550K 0.05% 229
2026
Q1 		– Sell
-9,773
Closed -$863K – 1159
2025
Q4 		$863K Buy
+9,773
New +$890K 0.08% 124
2024
Q2 		– Sell
-4,913
Closed -$353K – 676
2024
Q1 		$353K Buy
4,913
+1,797
+58% +$129K 0.03% 359
2023
Q4 		$233K Sell
3,116
-11,046
-78% -$790K 0.03% 334
2023
Q3 		$963K Buy
14,162
+10,694
+308% +$771K 0.13% 152
2023
Q2 		$252K Sell
3,468
-3,444
-50% -$259K 0.03% 395
2023
Q1 		$522K Sell
6,912
-5,764
-45% -$442K 0.08% 208
2022
Q4 		$979K Buy
12,676
+484
+4% +$37.5K 0.09% 140
2022
Q3 		$924K Buy
12,192
+4,828
+66% +$391K 0.1% 123
2022
Q2 		$553K Buy
7,364
+3,198
+77% +$257K 0.05% 231
2022
Q1 		$350K Sell
4,166
-73,610
-95% -$5.29M 0.04% 309
2021
Q4 		$5.14M Buy
77,776
+62,908
+423% +$3.99M 0.52% 44
2021
Q3 		$941K Buy
14,868
+11,042
+289% +$729K 0.12% 167
2021
Q2 		$253K Sell
3,826
-2,724
-42% -$186K 0.05% 234
2021
Q1 		$434K Sell
6,550
-69,052
-91% -$4.3M 0.13% 126
2020
Q4 		$4.82M Buy
+75,602
New +$4.86M 0.6% 67
2020
Q3 		– Sell
-6,372
Closed -$373K – 426
2020
Q2 		$373K Buy
+6,372
New +$392K 0.09% 103

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

Mirabella Financial Services's SRE Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Sempra (SRE) in Q2 2026: 5,918 shares worth $549K. The stake represents 0.05% of the portfolio and ranks #229 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in SRE as recently as Q4 2025.

Mirabella Financial Services first reported a position in SRE in Q2 2020 and has held it in 17 quarters since. The position peaked at $5.14M in Q4 2021. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Mirabella Financial Services held 5,918 shares of Sempra worth $549K as of Q2 2026.
  • Sempra was a new Mirabella Financial Services position in Q2 2026.
  • Sempra made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #229 holding.
  • Mirabella Financial Services first reported a position in Sempra in Q2 2020 and has held it in 17 quarters since.
  • Mirabella Financial Services's Sempra position peaked at $5.14M in Q4 2021.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.