Rehmann Capital Advisory Group’s Sempra SRE Stock Holding History

Rehmann Capital Advisory Group’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	$201K	Sell	2,168 -10	-0.5%	-$930	0.01%	677
2026 Q1	$212K	Buy	+2,178	New	+$199K	0.01%	635
2025 Q1	–	Sell	-2,677	Closed	-$235K	–	621
2024 Q4	$235K	Buy	2,677 +21	+0.8%	+$1.84K	0.01%	537
2024 Q3	$222K	Buy	2,656 +10	+0.4%	+$800	0.01%	549
2024 Q2	$201K	Buy	+2,646	New	+$196K	0.01%	556
2024 Q1	–	Sell	-2,695	Closed	-$201K	–	587
2023 Q4	$201K	Buy	+2,695	New	+$193K	0.02%	531
2019 Q3	$145K	Buy	1,970 +8	+0.4%	+$560	0.02%	372
2019 Q2	$135K	Sell	1,962 -14	-0.7%	-$918	0.02%	522
2019 Q1	$124K	Buy	1,976 +1,214	+159%	+$71.5K	0.02%	532
2018 Q4	$41.3K	Sell	762 -156	-17%	-$8.89K	0.01%	643
2018 Q3	$52.3K	Sell	918 -14	-2%	-$810	0.01%	774
2018 Q2	$54.2K	Sell	932 -2,358	-72%	-$129K	0.01%	750
2018 Q1	$183K	Buy	+3,290	New	+$177K	0.03%	395

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Rehmann Capital Advisory Group's SRE Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its Sempra (SRE) stake by 0.46% in Q2 2026, selling an estimated $930 and leaving 2,168 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #677.

Rehmann Capital Advisory Group first reported a position in SRE in Q1 2018 and has held it in 13 quarters since. The position peaked at $235K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Rehmann Capital Advisory Group held 2,168 shares of Sempra worth $201K as of Q2 2026.
Rehmann Capital Advisory Group sold 10 Sempra shares in Q2 2026, an estimated $930.
Sempra made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #677 holding.
Rehmann Capital Advisory Group first reported a position in Sempra in Q1 2018 and has held it in 13 quarters since.
Rehmann Capital Advisory Group's Sempra position peaked at $235K in Q4 2024.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.