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Savvy Advisors Inc’s Sempra SRE Stock Holding History

Savvy Advisors Inc’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 		$1M Buy
10,296
+3,432
+50% +$314K 0.03% 430
2025
Q4 		$606K Buy
6,864
+253
+4% +$23K 0.02% 508
2025
Q3 		$595K Buy
6,611
+1,876
+40% +$152K 0.03% 389
2025
Q2 		$359K Buy
4,735
+251
+6% +$18.6K 0.02% 446
2025
Q1 		$320K Sell
4,484
-45
-1% -$3.51K 0.03% 378
2024
Q4 		$397K Buy
+4,529
New +$396K 0.05% 286

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

Savvy Advisors Inc's SRE Position: Q1 2026 in Review

Savvy Advisors Inc increased its Sempra (SRE) stake by 50% in Q1 2026, buying an estimated $314K and bringing the position to 10,296 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #430.

Savvy Advisors Inc first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Savvy Advisors Inc held 10,296 shares of Sempra worth $1M as of Q1 2026.
  • Savvy Advisors Inc bought 3,432 Sempra shares in Q1 2026, an estimated $314K.
  • Sempra made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #430 holding.
  • Savvy Advisors Inc first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.