One Degree Advisors’s Sempra SRE Stock Holding History

One Degree 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	$1.24M	Hold	12,752	–	–	0.33%	36
2025 Q4	$1.13M	Sell	12,752 -33	-0.3%	-$3K	0.31%	36
2025 Q3	$1.15M	Sell	12,785 -59	-0.5%	-$4.78K	0.35%	34
2025 Q2	$973K	Sell	12,844 -338	-3%	-$25.1K	0.35%	32
2025 Q1	$940K	Hold	13,182	–	–	0.39%	31
2024 Q4	$1.1M	Sell	13,182 -2,126	-14%	-$186K	0.45%	29
2024 Q3	$1.27M	Sell	15,308 -182	-1%	-$14.6K	0.54%	27
2024 Q2	$1.18M	Buy	15,490 +5	+0%	+$370	0.57%	28
2024 Q1	$1.11M	Sell	15,485 -340	-2%	-$24.4K	0.55%	29
2023 Q4	$1.11M	Buy	+15,825	New	+$1.13M	0.57%	29

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

One Degree Advisors's SRE Position: Q1 2026 in Review

One Degree Advisors held its Sempra (SRE) position steady in Q1 2026 at 12,752 shares worth $1.24M. The position accounts for 0.33% of the portfolio, ranked #36.

One Degree Advisors first reported a position in SRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q3 2024. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

One Degree Advisors held 12,752 shares of Sempra worth $1.24M as of Q1 2026.
One Degree Advisors left its Sempra share count unchanged in Q1 2026.
Sempra made up 0.33% of One Degree Advisors's portfolio in Q1 2026, its #36 holding.
One Degree Advisors first reported a position in Sempra in Q4 2023 and has held it in 10 quarters since.
One Degree Advisors's Sempra position peaked at $1.27M in Q3 2024.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on One Degree Advisors's 13F filing for Q1 2026, filed 1 May 2026.