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Perennial Investment Advisors’s Sempra SRE Stock Holding History

Perennial Investment 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 		$748K Buy
8,063
+2,471
+44% +$230K 0.05% 261
2026
Q1 		$543K Sell
5,592
-36
-0.6% -$3.29K 0.04% 285
2025
Q4 		$497K Buy
5,628
+85
+2% +$7.74K 0.04% 283
2025
Q3 		$499K Buy
5,543
+412
+8% +$33.4K 0.04% 272
2025
Q2 		$389K Buy
5,131
+186
+4% +$13.8K 0.04% 295
2025
Q1 		$353K Sell
4,945
-123
-2% -$9.58K 0.04% 287
2024
Q4 		$444K Buy
5,068
+175
+4% +$15.3K 0.05% 238
2024
Q3 		$409K Sell
4,893
-70
-1% -$5.6K 0.05% 242
2024
Q2 		$377K Buy
4,963
+134
+3% +$9.9K 0.05% 240
2024
Q1 		$347K Sell
4,829
-270
-5% -$19.4K 0.05% 235
2023
Q4 		$381K Sell
5,099
-35
-0.7% -$2.5K 0.06% 204
2023
Q3 		$349K Sell
5,134
-1,286
-20% -$92.8K 0.06% 213
2023
Q2 		$467K Buy
6,420
+2,136
+50% +$160K 0.08% 185
2023
Q1 		$324K Buy
4,284
+24
+0.6% +$1.84K 0.06% 227
2022
Q4 		$329K Buy
4,260
+38
+0.9% +$2.94K 0.13% 141
2022
Q3 		$317K Buy
+4,222
New +$342K 0.14% 125

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

Perennial Investment Advisors's SRE Position: Q2 2026 in Review

Perennial Investment Advisors increased its Sempra (SRE) stake by 44% in Q2 2026, buying an estimated $230K and bringing the position to 8,063 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #261.

Perennial Investment Advisors first reported a position in SRE in Q3 2022 and has held it in 16 quarters since. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Perennial Investment Advisors held 8,063 shares of Sempra worth $748K as of Q2 2026.
  • Perennial Investment Advisors bought 2,471 Sempra shares in Q2 2026, an estimated $230K.
  • Sempra made up 0.05% of Perennial Investment Advisors's portfolio in Q2 2026, its #261 holding.
  • Perennial Investment Advisors first reported a position in Sempra in Q3 2022 and has held it in 16 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.