Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$327K Hold
3,523
0.01% 264
2026
Q1
$342K Sell
3,523
-698
-17% -$63.9K 0.01% 259
2025
Q4
$373K Hold
4,221
0.01% 246
2025
Q3
$380K Sell
4,221
-690
-14% -$55.9K 0.02% 239
2025
Q2
$372K Sell
4,911
-412
-8% -$30.6K 0.02% 199
2025
Q1
$380K Sell
5,323
-389
-7% -$30.3K 0.02% 197
2024
Q4
$501K Sell
5,712
-703
-11% -$61.5K 0.03% 185
2024
Q3
$536K Sell
6,415
-821
-11% -$65.7K 0.03% 183
2024
Q2
$550K Sell
7,236
-201
-3% -$14.9K 0.03% 195
2024
Q1
$534K Sell
7,437
-236,767
-97% -$17M 0.03% 194
2023
Q4
$18.2M Buy
244,204
+5,219
+2% +$373K 1% 36
2023
Q3
$16.3M Buy
238,985
+26,997
+13% +$1.95M 0.98% 37
2023
Q2
$15.4M Buy
211,988
+2,720
+1% +$204K 0.92% 35
2023
Q1
$15.8M Buy
209,268
+3,914
+2% +$300K 0.99% 32
2022
Q4
$15.9M Sell
205,354
-1,850
-0.9% -$143K 1.01% 33
2022
Q3
$15.5M Sell
207,204
-1,060
-0.5% -$85.8K 1.11% 28
2022
Q2
$15.6M Buy
208,264
+86
+0% +$6.91K 1.08% 29
2022
Q1
$17.5M Buy
208,178
+5,062
+2% +$364K 1.11% 27
2021
Q4
$13.4M Sell
203,116
-47,816
-19% -$3.03M 0.86% 39
2021
Q3
$15.9M Sell
250,932
-8,182
-3% -$540K 1.11% 29
2021
Q2
$17.2M Sell
259,114
-8,550
-3% -$585K 1.19% 26
2021
Q1
$17.7M Buy
267,664
+3,094
+1% +$192K 1.28% 26
2020
Q4
$16.9M Buy
264,570
+5,682
+2% +$366K 1.31% 25
2020
Q3
$15.3M Sell
258,888
-332
-0.1% -$20.4K 1.32% 24
2020
Q2
$15.2M Buy
259,220
+6,364
+3% +$391K 1.37% 22
2020
Q1
$14.3M Buy
252,856
+11,232
+5% +$797K 1.45% 20
2019
Q4
$18.3M Buy
241,624
+2,912
+1% +$214K 1.51% 17
2019
Q3
$17.4M Sell
238,712
-262
-0.1% -$18.3K 1.58% 16
2019
Q2
$16.4M Buy
238,974
+1,318
+0.6% +$86.5K 1.63% 16
2019
Q1
$15M Buy
237,656
+1,970
+0.8% +$116K 1.59% 17
2018
Q4
$12.7M Buy
235,686
+3,526
+2% +$201K 1.56% 19
2018
Q3
$13.2M Sell
232,160
-3,502
-1% -$203K 1.61% 23
2018
Q2
$13.7M Buy
+235,662
New +$12.9M 1.77% 17

Other funds holding SRE

Rockland Trust's SRE Position: Q2 2026 in Review

Rockland Trust held its Sempra (SRE) position steady in Q2 2026 at 3,523 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #264.

Rockland Trust first reported a position in SRE in Q2 2018 and has held it in 33 quarters since. The position peaked at $18.3M in Q4 2019. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Rockland Trust held 3,523 shares of Sempra worth $327K as of Q2 2026.
  • Rockland Trust left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #264 holding.
  • Rockland Trust first reported a position in Sempra in Q2 2018 and has held it in 33 quarters since.
  • Rockland Trust's Sempra position peaked at $18.3M in Q4 2019.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.