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Nvest Wealth Strategies’s Sempra SRE Stock Holding History

Nvest Wealth Strategies’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 		$742 Buy
8
+3
+60% +$279 ﹤0.01% 245
2026
Q1 		$486 Buy
+5
New +$458 ﹤0.01% 290

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Nvest Wealth Strategies's SRE Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Sempra (SRE) stake by 60% in Q2 2026, buying an estimated $279 and bringing the position to 8 shares worth $742. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Nvest Wealth Strategies first reported a position in SRE in Q1 2026 and has held it in 2 quarters since. 715 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Nvest Wealth Strategies held 8 shares of Sempra worth $742 as of Q2 2026.
  • Nvest Wealth Strategies bought 3 Sempra shares in Q2 2026, an estimated $279.
  • Sempra made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #245 holding.
  • Nvest Wealth Strategies first reported a position in Sempra in Q1 2026 and has held it in 2 quarters since.
  • 715 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.