S Harris Financial Group’s Sempra SRE Stock Holding History

S Harris Financial 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	–	Sell	-2,165	Closed	-$210K	–	128
2026 Q1	$210K	Buy	+2,165	New	+$198K	0.19%	98

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

S Harris Financial Group's SRE Position: Q2 2026 in Review

S Harris Financial Group sold out of Sempra (SRE) in Q2 2026, closing a stake of 2,165 shares — an estimated $210K sold.

S Harris Financial Group first reported a position in SRE in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 1,280 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

S Harris Financial Group reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
S Harris Financial Group sold 2,165 Sempra shares in Q2 2026, an estimated $210K.
S Harris Financial Group first reported a position in Sempra in Q1 2026 and held it in 1 quarter.
S Harris Financial Group's Sempra position peaked at $210K in Q1 2026.
1,280 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.