Pachira Investments’s Sempra SRE Stock Holding History

Pachira Investments’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	$250K	Sell	2,695 -715	-21%	-$66.5K	0.09%	71
2026 Q1	$331K	Buy	3,410 +716	+27%	+$65.5K	0.15%	60
2025 Q4	$238K	Buy	2,694 +1	+0%	+$91	0.12%	66
2025 Q3	$242K	Buy	2,693 +1	+0%	+$81	0.14%	62
2025 Q2	$204K	Buy	+2,692	New	+$200K	0.15%	53
2025 Q1	–	Sell	-2,690	Closed	-$235K	–	57
2024 Q4	$235K	Sell	2,690 -212	-7%	-$18.6K	0.14%	53
2024 Q3	$243K	Buy	2,902 +1	+0%	+$80	0.19%	46
2024 Q2	$221K	Buy	+2,901	New	+$214K	0.2%	42

Other funds holding SRE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pachira Investments's SRE Position: Q2 2026 in Review

Pachira Investments reduced its Sempra (SRE) stake by 21% in Q2 2026, selling an estimated $66.5K and leaving 2,695 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #71.

Pachira Investments first reported a position in SRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $331K in Q1 2026. 475 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Pachira Investments held 2,695 shares of Sempra worth $250K as of Q2 2026.
Pachira Investments sold 715 Sempra shares in Q2 2026, an estimated $66.5K.
Sempra made up 0.09% of Pachira Investments's portfolio in Q2 2026, its #71 holding.
Pachira Investments first reported a position in Sempra in Q2 2024 and has held it in 8 quarters since.
Pachira Investments's Sempra position peaked at $331K in Q1 2026.
475 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.