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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
Q2 		$1.12M Sell
12,306
-446
-3% -$41.5K 0.25% 46
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
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 $3.37T AUM 44.26% 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

One Degree Advisors's SRE Position: Q2 2026 in Review

One Degree Advisors reduced its Sempra (SRE) stake by 3.5% in Q2 2026, selling an estimated $41.5K and leaving 12,306 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #46.

One Degree Advisors first reported a position in SRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q3 2024. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • One Degree Advisors held 12,306 shares of Sempra worth $1.12M as of Q2 2026.
  • One Degree Advisors sold 446 Sempra shares in Q2 2026, an estimated $41.5K.
  • Sempra made up 0.25% of One Degree Advisors's portfolio in Q2 2026, its #46 holding.
  • One Degree Advisors first reported a position in Sempra in Q4 2023 and has held it in 11 quarters since.
  • One Degree Advisors's Sempra position peaked at $1.27M in Q3 2024.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.