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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
Q2 		$1.09M Buy
11,808
+1,512
+15% +$141K 0.02% 498
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Savvy Advisors Inc's SRE Position: Q2 2026 in Review

Savvy Advisors Inc increased its Sempra (SRE) stake by 15% in Q2 2026, buying an estimated $141K and bringing the position to 11,808 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #498.

Savvy Advisors Inc first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Savvy Advisors Inc held 11,808 shares of Sempra worth $1.09M as of Q2 2026.
  • Savvy Advisors Inc bought 1,512 Sempra shares in Q2 2026, an estimated $141K.
  • Sempra made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #498 holding.
  • Savvy Advisors Inc first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.