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Opal Wealth Advisors’s Sempra SRE Stock Holding History

Opal Wealth 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 		$37.6K Buy
+387
New +$35.4K 0.01% 460
2025
Q3 		– Sell
-516
Closed -$39.1K – 497
2025
Q2 		$39.1K Sell
516
-14
-3% -$1.04K 0.01% 420
2025
Q1 		$37.8K Buy
+530
New +$41.3K 0.01% 394
2024
Q3 		– Sell
-507
Closed -$38.6K – 1030
2024
Q2 		$38.6K Buy
+507
New +$37.5K 0.01% 386

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Opal Wealth Advisors's SRE Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Sempra (SRE) in Q1 2026: 387 shares worth $37.6K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in SRE as recently as Q2 2025.

Opal Wealth Advisors first reported a position in SRE in Q2 2024 and has held it in 4 quarters since. The position peaked at $39.1K in Q2 2025. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Opal Wealth Advisors held 387 shares of Sempra worth $37.6K as of Q1 2026.
  • Sempra was a new Opal Wealth Advisors position in Q1 2026.
  • Sempra made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #460 holding.
  • Opal Wealth Advisors first reported a position in Sempra in Q2 2024 and has held it in 4 quarters since.
  • Opal Wealth Advisors's Sempra position peaked at $39.1K in Q2 2025.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.