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Riversedge Advisors’s Sempra SRE Stock Holding History

Riversedge Advisors’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
Q3 		$263K Buy
+3,375
New +$292K 0.03% 283

Other funds holding SRE

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Riversedge Advisors's SRE Position: Q3 2026 in Review

Riversedge Advisors opened a new position in Sempra (SRE) in Q3 2026: 3,375 shares worth $263K. The stake represents 0.03% of the portfolio and ranks #283 among its holdings.

109 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Riversedge Advisors held 3,375 shares of Sempra worth $263K as of Q3 2026.
  • Sempra was a new Riversedge Advisors position in Q3 2026.
  • Sempra made up 0.03% of Riversedge Advisors's portfolio in Q3 2026, its #283 holding.
  • 109 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.