MYIA
SRE icon

Mount Yale Investment Advisors’s Sempra SRE Stock Holding History

Mount Yale 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 		$1.44M Sell
15,442
-325
-2% -$30.2K 0.03% 493
2026
Q1 		$1.54M Sell
15,767
-3,579
-18% -$327K 0.04% 430
2025
Q4 		$1.72M Buy
19,346
+11,432
+144% +$1.04M 0.08% 215
2025
Q3 		$712K Buy
7,914
+7,301
+1,191% +$591K 0.05% 348
2025
Q2 		$46.4K Buy
+613
New +$45.5K ﹤0.01% 834

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SRE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Sempra (SRE) stake by 2.1% in Q2 2026, selling an estimated $30.2K and leaving 15,442 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #493.

Mount Yale Investment Advisors first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q4 2025. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Mount Yale Investment Advisors held 15,442 shares of Sempra worth $1.44M as of Q2 2026.
  • Mount Yale Investment Advisors sold 325 Sempra shares in Q2 2026, an estimated $30.2K.
  • Sempra made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #493 holding.
  • Mount Yale Investment Advisors first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Sempra position peaked at $1.72M in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.