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Osbon Capital Management’s Sempra SRE Stock Holding History

Osbon Capital Management’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 		$13.5K Buy
139
+1
+0.7% +$92 0.01% 263
2025
Q4 		$12.2K Buy
+138
New +$12.6K 0.01% 211

Other funds holding SRE

BlackRock
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Wellington Management Group
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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

Osbon Capital Management's SRE Position: Q1 2026 in Review

Osbon Capital Management increased its Sempra (SRE) stake by 0.72% in Q1 2026, buying an estimated $92 and bringing the position to 139 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #263.

Osbon Capital Management first reported a position in SRE in Q4 2025 and has held it in 2 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Osbon Capital Management held 139 shares of Sempra worth $13.5K as of Q1 2026.
  • Osbon Capital Management bought 1 Sempra share in Q1 2026, an estimated $92.
  • Sempra made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #263 holding.
  • Osbon Capital Management first reported a position in Sempra in Q4 2025 and has held it in 2 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.