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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
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 $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's SRE Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Sempra (SRE) stake by 18% in Q1 2026, selling an estimated $327K and leaving 15,767 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #430.

Mount Yale Investment Advisors first reported a position in SRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q4 2025. 1,269 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Mount Yale Investment Advisors held 15,767 shares of Sempra worth $1.54M as of Q1 2026.
  • Mount Yale Investment Advisors sold 3,579 Sempra shares in Q1 2026, an estimated $327K.
  • Sempra made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #430 holding.
  • Mount Yale Investment Advisors first reported a position in Sempra in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Sempra position peaked at $1.72M in Q4 2025.
  • 1,269 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.