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Signature Estate & Investment Advisors’s Sempra SRE Stock Holding History

Signature Estate & Investment 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
Q2 		– Sell
-2,514
Closed -$244K – 701
2026
Q1 		$244K Buy
2,514
+50
+2% +$4.58K ﹤0.01% 580
2025
Q4 		$218K Buy
2,464
+26
+1% +$2.37K ﹤0.01% 572
2025
Q3 		$219K Buy
+2,438
New +$197K ﹤0.01% 559
2016
Q3 		– Sell
-7,078
Closed -$404K – 170
2016
Q2 		$404K Buy
+7,078
New +$375K 0.06% 90

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 $3.37T AUM 44.26% 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

Signature Estate & Investment Advisors's SRE Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of Sempra (SRE) in Q2 2026, closing a stake of 2,514 shares — an estimated $244K sold.

Signature Estate & Investment Advisors first reported a position in SRE in Q2 2016 and held it in 4 quarters. The position peaked at $404K in Q2 2016. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Signature Estate & Investment Advisors reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,514 Sempra shares in Q2 2026, an estimated $244K.
  • Signature Estate & Investment Advisors first reported a position in Sempra in Q2 2016 and held it in 4 quarters.
  • Signature Estate & Investment Advisors's Sempra position peaked at $404K in Q2 2016.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.