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Orin Green Financial’s Sempra SRE Stock Holding History

Orin Green Financial’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 		$1.1M Sell
11,891
-12,048
-50% -$1.12M 0.41% 37
2026
Q1 		$2.33M Buy
+23,939
New +$2.19M 0.95% 23
2021
Q2 		– Sell
-4,244
Closed -$281K – 68
2021
Q1 		$281K Hold
4,244
– – 0.23% 53
2020
Q4 		$270K Buy
+4,244
New +$273K 0.21% 54

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

Orin Green Financial's SRE Position: Q2 2026 in Review

Orin Green Financial reduced its Sempra (SRE) stake by 50% in Q2 2026, selling an estimated $1.12M and leaving 11,891 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #37.

Orin Green Financial first reported a position in SRE in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.33M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Orin Green Financial held 11,891 shares of Sempra worth $1.1M as of Q2 2026.
  • Orin Green Financial sold 12,048 Sempra shares in Q2 2026, an estimated $1.12M.
  • Sempra made up 0.41% of Orin Green Financial's portfolio in Q2 2026, its #37 holding.
  • Orin Green Financial first reported a position in Sempra in Q4 2020 and has held it in 4 quarters since.
  • Orin Green Financial's Sempra position peaked at $2.33M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.