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Ritholtz Wealth Management’s Sempra SRE Stock Holding History

Ritholtz Wealth 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 		$433K Buy
4,673
+203
+5% +$18.9K 0.01% 909
2026
Q1 		$434K Buy
4,470
+823
+23% +$75.3K 0.01% 836
2025
Q4 		$322K Buy
3,647
+528
+17% +$48.1K 0.01% 860
2025
Q3 		$281K Buy
+3,119
New +$253K 0.01% 862
2022
Q4 		– Sell
-6,634
Closed -$497K – 718
2022
Q3 		$497K Buy
+6,634
New +$537K 0.03% 402

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

Ritholtz Wealth Management's SRE Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Sempra (SRE) stake by 4.5% in Q2 2026, buying an estimated $18.9K and bringing the position to 4,673 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #909.

Ritholtz Wealth Management first reported a position in SRE in Q3 2022 and has held it in 5 quarters since. The position peaked at $497K in Q3 2022. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Ritholtz Wealth Management held 4,673 shares of Sempra worth $433K as of Q2 2026.
  • Ritholtz Wealth Management bought 203 Sempra shares in Q2 2026, an estimated $18.9K.
  • Sempra made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #909 holding.
  • Ritholtz Wealth Management first reported a position in Sempra in Q3 2022 and has held it in 5 quarters since.
  • Ritholtz Wealth Management's Sempra position peaked at $497K in Q3 2022.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.