Seneschal Advisors’s Sempra SRE Stock Holding History

Seneschal Advisors’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	$778	Buy	8 +2	+33%	+$183	﹤0.01%	282
2025 Q4	$530	Hold	6	–	–	﹤0.01%	345
2025 Q3	$540	Buy	+6	New	+$486	﹤0.01%	343

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seneschal Advisors's SRE Position: Q1 2026 in Review

Seneschal Advisors increased its Sempra (SRE) stake by 33% in Q1 2026, buying an estimated $183 and bringing the position to 8 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Seneschal Advisors first reported a position in SRE in Q3 2025 and has held it in 3 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Seneschal Advisors held 8 shares of Sempra worth $778 as of Q1 2026.
Seneschal Advisors bought 2 Sempra shares in Q1 2026, an estimated $183.
Sempra made up ﹤0.01% of Seneschal Advisors's portfolio in Q1 2026, its #282 holding.
Seneschal Advisors first reported a position in Sempra in Q3 2025 and has held it in 3 quarters since.
1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.