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PUREfi Wealth’s Sempra SRE Stock Holding History

PUREfi Wealth’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 		$437K Sell
4,494
-2
-0% -$183 0.29% 91
2025
Q4 		$397K Buy
4,496
+90
+2% +$8.2K 0.3% 91
2025
Q3 		$396K Buy
4,406
+612
+16% +$49.6K 0.31% 90
2025
Q2 		$287K Buy
3,794
+482
+15% +$35.8K 0.23% 116
2025
Q1 		$236K Buy
+3,312
New +$258K 0.24% 116

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

PUREfi Wealth's SRE Position: Q1 2026 in Review

PUREfi Wealth reduced its Sempra (SRE) stake by 0.04% in Q1 2026, selling an estimated $183 and leaving 4,494 shares worth $437K. The position accounts for 0.29% of the portfolio, ranked #91.

PUREfi Wealth first reported a position in SRE in Q1 2025 and has held it in 5 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • PUREfi Wealth held 4,494 shares of Sempra worth $437K as of Q1 2026.
  • PUREfi Wealth sold 2 Sempra shares in Q1 2026, an estimated $183.
  • Sempra made up 0.29% of PUREfi Wealth's portfolio in Q1 2026, its #91 holding.
  • PUREfi Wealth first reported a position in Sempra in Q1 2025 and has held it in 5 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.