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Moneta Group Investment Advisors’s Sempra SRE Stock Holding History

Moneta Group Investment 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 		$799K Sell
8,620
-422
-5% -$39.2K 0.01% 448
2026
Q1 		$879K Buy
9,042
+192
+2% +$17.6K 0.01% 383
2025
Q4 		$781K Sell
8,850
-1,937
-18% -$176K 0.01% 405
2025
Q3 		$971K Buy
10,787
+1,396
+15% +$113K 0.01% 362
2025
Q2 		$712K Sell
9,391
-391
-4% -$29K 0.01% 364
2025
Q1 		$698K Buy
9,782
+319
+3% +$24.9K 0.01% 346
2024
Q4 		$830K Buy
9,463
+722
+8% +$63.2K 0.01% 304
2024
Q3 		$731K Sell
8,741
-933
-10% -$74.6K 0.01% 327
2024
Q2 		$736K Buy
9,674
+900
+10% +$66.5K 0.01% 314
2024
Q1 		$630K Buy
8,774
+291
+3% +$20.9K 0.01% 333
2023
Q4 		$634K Buy
8,483
+749
+10% +$53.6K 0.01% 299
2023
Q3 		$526K Sell
7,734
-34
-0.4% -$2.45K 0.01% 309
2023
Q2 		$565K Sell
7,768
-276
-3% -$20.7K 0.01% 299
2023
Q1 		$608K Buy
+8,044
New +$617K 0.01% 280
2018
Q2 		– Sell
-1,672
Closed -$93K – 610
2018
Q1 		$93K Hold
1,672
– – 0.01% 255
2017
Q4 		$89K Buy
+1,672
New +$96.9K 0.01% 248
2015
Q4 		– Sell
-1,862
Closed -$90K – 374
2015
Q3 		$90K Buy
+1,862
New +$91.6K 0.03% 183

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

Moneta Group Investment Advisors's SRE Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Sempra (SRE) stake by 4.7% in Q2 2026, selling an estimated $39.2K and leaving 8,620 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #448.

Moneta Group Investment Advisors first reported a position in SRE in Q3 2015 and has held it in 17 quarters since. The position peaked at $971K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Moneta Group Investment Advisors held 8,620 shares of Sempra worth $799K as of Q2 2026.
  • Moneta Group Investment Advisors sold 422 Sempra shares in Q2 2026, an estimated $39.2K.
  • Sempra made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #448 holding.
  • Moneta Group Investment Advisors first reported a position in Sempra in Q3 2015 and has held it in 17 quarters since.
  • Moneta Group Investment Advisors's Sempra position peaked at $971K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.