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Pure Financial Advisors’s Sempra SRE Stock Holding History

Pure Financial 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
Q1 		$4.54M Sell
46,724
-52
-0.1% -$4.76K 0.07% 119
2025
Q4 		$4.13M Buy
46,776
+10,584
+29% +$964K 0.06% 117
2025
Q3 		$3.26M Buy
36,192
+72
+0.2% +$5.83K 0.05% 130
2025
Q2 		$2.74M Buy
36,120
+1,382
+4% +$103K 0.05% 136
2025
Q1 		$2.48M Sell
34,738
-319
-0.9% -$24.9K 0.05% 116
2024
Q4 		$3.08M Buy
35,057
+259
+0.7% +$22.7K 0.07% 96
2024
Q3 		$2.91M Sell
34,798
-320
-0.9% -$25.6K 0.07% 100
2024
Q2 		$2.67M Sell
35,118
-3,210
-8% -$237K 0.07% 103
2024
Q1 		$2.75M Buy
38,328
+1,484
+4% +$106K 0.09% 98
2023
Q4 		$2.75M Sell
36,844
-364
-1% -$26K 0.1% 93
2023
Q3 		$2.53M Buy
37,208
+2,152
+6% +$155K 0.1% 87
2023
Q2 		$2.55M Sell
35,056
-40
-0.1% -$3K 0.11% 84
2023
Q1 		$2.65M Sell
35,096
-7,696
-18% -$590K 0.12% 82
2022
Q4 		$3.31M Sell
42,792
-4,816
-10% -$373K 0.17% 70
2022
Q3 		$3.57M Buy
47,608
+11,638
+32% +$942K 0.21% 67
2022
Q2 		$2.7M Buy
35,970
+110
+0.3% +$8.83K 0.17% 75
2022
Q1 		$3.01M Sell
35,860
-16,070
-31% -$1.15M 0.14% 73
2021
Q4 		$3.44M Buy
51,930
+13,184
+34% +$835K 0.17% 65
2021
Q3 		$2.45M Sell
38,746
-1,322
-3% -$87.3K 0.19% 64
2021
Q2 		$2.65M Buy
40,068
+50
+0.1% +$3.42K 0.22% 62
2021
Q1 		$2.65M Sell
40,018
-952
-2% -$59.2K 0.26% 56
2020
Q4 		$2.61M Sell
40,970
-1,384
-3% -$89K 0.31% 53
2020
Q3 		$2.51M Sell
42,354
-338
-0.8% -$20.8K 0.37% 47
2020
Q2 		$2.5M Sell
42,692
-1,360
-3% -$83.6K 0.39% 44
2020
Q1 		$2.49M Buy
44,052
+5,388
+14% +$382K 0.42% 43
2019
Q4 		$2.93M Buy
38,664
+836
+2% +$61.3K 0.5% 44
2019
Q3 		$2.79M Sell
37,828
-2,134
-5% -$149K 0.5% 42
2019
Q2 		$2.75M Sell
39,962
-3,306
-8% -$217K 0.49% 43
2019
Q1 		$2.72M Sell
43,268
-2,564
-6% -$151K 0.51% 43
2018
Q4 		$2.48M Sell
45,832
-1,038
-2% -$59.2K 0.5% 42
2018
Q3 		$2.67M Buy
+46,870
New +$2.71M 0.58% 38
2017
Q4 		– Sell
-65,114
Closed -$3.72M – 90
2017
Q3 		$3.72M Buy
65,114
+20,972
+48% +$1.21M 0.96% 21
2017
Q2 		$2.49M Sell
44,142
-3,958
-8% -$224K 0.67% 28
2017
Q1 		$2.66M Buy
48,100
+13,872
+41% +$736K 0.77% 23
2016
Q4 		$1.72M Sell
34,228
-668
-2% -$34K 0.52% 31
2016
Q3 		$1.87M Buy
34,896
+27,162
+351% +$1.48M 0.6% 27
2016
Q2 		$441K Sell
7,734
-620
-7% -$32.8K 0.15% 59
2016
Q1 		$442K Sell
8,354
-462
-5% -$22.3K 0.16% 57
2015
Q4 		$414K Sell
8,816
-8,310
-49% -$410K 0.18% 46
2015
Q3 		$828K Buy
17,126
+6,950
+68% +$342K 0.39% 26
2015
Q2 		$503K Sell
10,176
-2,452
-19% -$130K 0.25% 38
2015
Q1 		$688K Sell
12,628
-562
-4% -$31K 0.23% 30
2014
Q4 		$734K Buy
13,190
+18
+0.1% +$980 0.25% 27
2014
Q3 		$694K Buy
13,172
+18
+0.1% +$927 0.26% 28
2014
Q2 		$689K Buy
+13,154
New +$653K 0.25% 28
2013
Q4 		– Sell
-7,016
Closed -$300K – 55
2013
Q3 		$300K Buy
+7,016
New +$298K 0.14% 41

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Pure Financial Advisors's SRE Position: Q1 2026 in Review

Pure Financial Advisors reduced its Sempra (SRE) stake by 0.11% in Q1 2026, selling an estimated $4.76K and leaving 46,724 shares worth $4.54M. The position accounts for 0.07% of the portfolio, ranked #119.

Pure Financial Advisors first reported a position in SRE in Q3 2013 and has held it in 46 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Pure Financial Advisors held 46,724 shares of Sempra worth $4.54M as of Q1 2026.
  • Pure Financial Advisors sold 52 Sempra shares in Q1 2026, an estimated $4.76K.
  • Sempra made up 0.07% of Pure Financial Advisors's portfolio in Q1 2026, its #119 holding.
  • Pure Financial Advisors first reported a position in Sempra in Q3 2013 and has held it in 46 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.