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Networth Advisors’s Sempra SRE Stock Holding History

Networth 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 		– Sell
-27
Closed -$2.62K – 432
2026
Q1 		$2.62K Buy
27
+21
+350% +$1.92K ﹤0.01% 276
2025
Q4 		$530 Buy
+6
New +$546 ﹤0.01% 346

Other funds holding SRE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Networth Advisors's SRE Position: Q2 2026 in Review

Networth Advisors sold out of Sempra (SRE) in Q2 2026, closing a stake of 27 shares — an estimated $2.62K sold.

Networth Advisors first reported a position in SRE in Q4 2025 and held it in 2 quarters. The position peaked at $2.62K in Q1 2026. 659 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Networth Advisors reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 27 Sempra shares in Q2 2026, an estimated $2.62K.
  • Networth Advisors first reported a position in Sempra in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's Sempra position peaked at $2.62K in Q1 2026.
  • 659 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.