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Quest Investment Management’s Sempra SRE Stock Holding History

Quest 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 		$521K Sell
5,623
-1,120
-17% -$104K 0.06% 92
2026
Q1 		$655K Sell
6,743
-199
-3% -$18.2K 0.08% 91
2025
Q4 		$613K Sell
6,942
-689
-9% -$62.7K 0.07% 92
2025
Q3 		$687K Sell
7,631
-1,665
-18% -$135K 0.07% 94
2025
Q2 		$704K Buy
+9,296
New +$690K 0.08% 93

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

Quest Investment Management's SRE Position: Q2 2026 in Review

Quest Investment Management reduced its Sempra (SRE) stake by 17% in Q2 2026, selling an estimated $104K and leaving 5,623 shares worth $521K. The position accounts for 0.06% of the portfolio, ranked #92.

Quest Investment Management first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $704K in Q2 2025. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Quest Investment Management held 5,623 shares of Sempra worth $521K as of Q2 2026.
  • Quest Investment Management sold 1,120 Sempra shares in Q2 2026, an estimated $104K.
  • Sempra made up 0.06% of Quest Investment Management's portfolio in Q2 2026, its #92 holding.
  • Quest Investment Management first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • Quest Investment Management's Sempra position peaked at $704K in Q2 2025.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.