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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
Q2 		– Sell
-387
Closed -$37.6K – 536
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 $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

Opal Wealth Advisors's SRE Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Sempra (SRE) in Q2 2026, closing a stake of 387 shares — an estimated $37.6K sold.

Opal Wealth Advisors first reported a position in SRE in Q2 2024 and held it in 4 quarters. The position peaked at $39.1K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 387 Sempra shares in Q2 2026, an estimated $37.6K.
  • Opal Wealth Advisors first reported a position in Sempra in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Sempra position peaked at $39.1K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.