Ritter Daniher Financial Advisory’s Sempra SRE Stock Holding History

Ritter Daniher Financial Advisory’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	$51.3K	Hold	553	–	–	0.01%	273
2026 Q1	$53.7K	Hold	553	–	–	0.01%	269
2025 Q4	$48.8K	Hold	553	–	–	0.01%	275
2025 Q3	$49.8K	Buy	553 +53	+11%	+$4.29K	0.01%	235
2025 Q2	$37.9K	Hold	500	–	–	0.01%	195
2025 Q1	$35.7K	Hold	500	–	–	0.01%	186
2024 Q4	$43.9K	Hold	500	–	–	0.01%	171
2024 Q3	$41.8K	Hold	500	–	–	0.01%	172
2024 Q2	$38K	Sell	500 -100	-17%	-$7.39K	0.01%	174
2024 Q1	$43.1K	Hold	600	–	–	0.01%	158
2023 Q4	$44.8K	Sell	600 -300	-33%	-$21.5K	0.02%	157
2023 Q3	$61.2K	Buy	900 +200	+29%	+$14.4K	0.03%	131
2023 Q2	$51K	Hold	700	–	–	0.02%	136
2023 Q1	$52.9K	Hold	700	–	–	0.02%	132
2022 Q4	$54.1K	Sell	700 -72	-9%	-$5.57K	0.03%	140
2022 Q3	$58K	Hold	772	–	–	0.04%	114
2022 Q2	$58K	Hold	772	–	–	0.04%	105
2022 Q1	$65K	Hold	772	–	–	0.04%	102
2021 Q4	$51K	Hold	772	–	–	0.03%	104
2021 Q3	$49K	Hold	772	–	–	0.04%	111
2021 Q2	$51K	Hold	772	–	–	0.04%	100
2021 Q1	$51K	Hold	772	–	–	0.04%	93
2020 Q4	$49K	Buy	+772	New	+$49.7K	0.04%	94

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

Ritter Daniher Financial Advisory's SRE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Sempra (SRE) position steady in Q2 2026 at 553 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #273.

Ritter Daniher Financial Advisory first reported a position in SRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $65K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Ritter Daniher Financial Advisory held 553 shares of Sempra worth $51.3K as of Q2 2026.
Ritter Daniher Financial Advisory left its Sempra share count unchanged in Q2 2026.
Sempra made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #273 holding.
Ritter Daniher Financial Advisory first reported a position in Sempra in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Sempra position peaked at $65K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.