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Salomon & Ludwin’s Sempra SRE Stock Holding History

Salomon & Ludwin’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
Q1 		$31.5K Sell
318
-88
-22% -$8.05K ﹤0.01% 748
2025
Q4 		$35.5K Buy
406
+191
+89% +$17.4K ﹤0.01% 530
2025
Q3 		$19.7K Buy
+215
New +$17.4K ﹤0.01% 827
2024
Q2 		– Sell
-610
Closed -$43.8K – 818
2024
Q1 		$43.8K Buy
+610
New +$43.7K ﹤0.01% 375

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Salomon & Ludwin's SRE Position: Q1 2026 in Review

Salomon & Ludwin reduced its Sempra (SRE) stake by 22% in Q1 2026, selling an estimated $8.05K and leaving 318 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Salomon & Ludwin first reported a position in SRE in Q1 2024 and has held it in 4 quarters since. The position peaked at $43.8K in Q1 2024. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Salomon & Ludwin held 318 shares of Sempra worth $31.5K as of Q1 2026.
  • Salomon & Ludwin sold 88 Sempra shares in Q1 2026, an estimated $8.05K.
  • Sempra made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #748 holding.
  • Salomon & Ludwin first reported a position in Sempra in Q1 2024 and has held it in 4 quarters since.
  • Salomon & Ludwin's Sempra position peaked at $43.8K in Q1 2024.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.