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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
Q2 		$374K Buy
4,035
+219
+6% +$20.4K 0.02% 425
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
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

MONECO Advisors's SRE Position: Q2 2026 in Review

MONECO Advisors increased its Sempra (SRE) stake by 5.7% in Q2 2026, buying an estimated $20.4K and bringing the position to 4,035 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #425.

MONECO Advisors first reported a position in SRE in Q3 2025 and has held it in 4 quarters since. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • MONECO Advisors held 4,035 shares of Sempra worth $374K as of Q2 2026.
  • MONECO Advisors bought 219 Sempra shares in Q2 2026, an estimated $20.4K.
  • Sempra made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #425 holding.
  • MONECO Advisors first reported a position in Sempra in Q3 2025 and has held it in 4 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.