MONECO Advisors’s Sempra SRE Stock Holding History

MONECO 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	$371K	Buy	3,816 +1,391	+57%	+$127K	0.03%	369
2025 Q4	$214K	Buy	2,425 +16	+0.7%	+$1.46K	0.02%	471
2025 Q3	$217K	Buy	+2,409	New	+$195K	0.02%	463

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MONECO Advisors's SRE Position: Q1 2026 in Review

MONECO Advisors increased its Sempra (SRE) stake by 57% in Q1 2026, buying an estimated $127K and bringing the position to 3,816 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #369.

MONECO Advisors first reported a position in SRE in Q3 2025 and has held it in 3 quarters since. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

MONECO Advisors held 3,816 shares of Sempra worth $371K as of Q1 2026.
MONECO Advisors bought 1,391 Sempra shares in Q1 2026, an estimated $127K.
Sempra made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #369 holding.
MONECO Advisors first reported a position in Sempra in Q3 2025 and has held it in 3 quarters since.
1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.