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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
Q2 		$416K Sell
4,491
-3
-0.1% -$279 0.23% 122
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 $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

PUREfi Wealth's SRE Position: Q2 2026 in Review

PUREfi Wealth reduced its Sempra (SRE) stake by 0.07% in Q2 2026, selling an estimated $279 and leaving 4,491 shares worth $416K. The position accounts for 0.23% of the portfolio, ranked #122.

PUREfi Wealth first reported a position in SRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $437K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • PUREfi Wealth held 4,491 shares of Sempra worth $416K as of Q2 2026.
  • PUREfi Wealth sold 3 Sempra shares in Q2 2026, an estimated $279.
  • Sempra made up 0.23% of PUREfi Wealth's portfolio in Q2 2026, its #122 holding.
  • PUREfi Wealth first reported a position in Sempra in Q1 2025 and has held it in 6 quarters since.
  • PUREfi Wealth's Sempra position peaked at $437K in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.