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Prudent Man Investment Management’s Sempra SRE Stock Holding History

Prudent Man Investment 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
Q2 		$26.5K Hold
300
– – 0.01% 71
2026
Q1 		$26.5K Hold
300
– – 0.01% 71
2025
Q4 		$26.5K Hold
300
– – 0.01% 71
2025
Q3 		$26.3K Hold
300
– – 0.01% 66
2025
Q2 		$26.3K Hold
300
– – 0.01% 66
2025
Q1 		$26.3K Hold
300
– – 0.01% 66
2024
Q4 		$26.3K Buy
+300
New +$26.3K 0.01% 66

Other funds holding SRE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Prudent Man Investment Management's SRE Position: Q2 2026 in Review

Prudent Man Investment Management held its Sempra (SRE) position steady in Q2 2026 at 300 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #71.

Prudent Man Investment Management first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Prudent Man Investment Management held 300 shares of Sempra worth $26.5K as of Q2 2026.
  • Prudent Man Investment Management left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #71 holding.
  • Prudent Man Investment Management first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • 547 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.