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Principia Wealth Advisory’s Sempra SRE Stock Holding History

Principia Wealth Advisory’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 		$5.93K Buy
64
+27
+73% +$2.51K ﹤0.01% 329
2026
Q1 		$3.6K Buy
37
+7
+23% +$641 ﹤0.01% 368
2025
Q4 		$2.65K Buy
30
+3
+11% +$273 ﹤0.01% 380
2025
Q3 		$2.43K Buy
27
+2
+8% +$162 ﹤0.01% 397
2025
Q2 		$1.89K Buy
25
+18
+257% +$1.34K ﹤0.01% 402
2025
Q1 		$476 Sell
7
-12
-63% -$935 ﹤0.01% 586
2024
Q4 		$1.67K Buy
+19
New +$1.66K ﹤0.01% 273

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

Principia Wealth Advisory's SRE Position: Q2 2026 in Review

Principia Wealth Advisory increased its Sempra (SRE) stake by 73% in Q2 2026, buying an estimated $2.51K and bringing the position to 64 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Principia Wealth Advisory first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. 1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Principia Wealth Advisory held 64 shares of Sempra worth $5.93K as of Q2 2026.
  • Principia Wealth Advisory bought 27 Sempra shares in Q2 2026, an estimated $2.51K.
  • Sempra made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #329 holding.
  • Principia Wealth Advisory first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.