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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
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 $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

Mirabella Financial Services's SRE Position: Q1 2026 in Review

Mirabella Financial Services sold out of Sempra (SRE) in Q1 2026, closing a stake of 9,773 shares — an estimated $863K sold.

Mirabella Financial Services first reported a position in SRE in Q2 2020 and held it in 16 quarters. The position peaked at $5.14M in Q4 2021. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Mirabella Financial Services reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 9,773 Sempra shares in Q1 2026, an estimated $863K.
  • Mirabella Financial Services first reported a position in Sempra in Q2 2020 and held it in 16 quarters.
  • Mirabella Financial Services's Sempra position peaked at $5.14M in Q4 2021.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.