SimplyRich’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.11M | Sell |
11,441
-67
| -0.6% | -$6.13K | 0.28% | 78 |
|
|
2025
Q4 | $1.02M | Sell |
11,508
-64
| -0.6% | -$5.83K | 0.27% | 81 |
|
|
2025
Q3 | $1.04M | Buy |
11,572
+162
| +1% | +$13.1K | 0.28% | 82 |
|
|
2025
Q2 | $864K | Sell |
11,410
-1,101
| -9% | -$81.7K | 0.24% | 91 |
|
|
2025
Q1 | $892K | Sell |
12,511
-1,261
| -9% | -$98.2K | 0.26% | 90 |
|
|
2024
Q4 | $1.21M | Buy |
13,772
+252
| +2% | +$22.1K | 0.34% | 72 |
|
|
2024
Q3 | $1.13M | Buy |
13,520
+962
| +8% | +$76.9K | 0.32% | 78 |
|
|
2024
Q2 | $955K | Buy |
12,558
+152
| +1% | +$11.2K | 0.3% | 80 |
|
|
2024
Q1 | $892K | Buy |
12,406
+93
| +0.8% | +$6.67K | 0.29% | 86 |
|
|
2023
Q4 | $920K | Sell |
12,313
-551
| -4% | -$39.4K | 0.32% | 81 |
|
|
2023
Q3 | $875K | Sell |
12,864
-14
| -0.1% | -$1.01K | 0.42% | 69 |
|
|
2023
Q2 | $937K | Sell |
12,878
-12
| -0.1% | -$901 | 0.33% | 82 |
|
|
2023
Q1 | $974K | Hold |
12,890
| – | – | 0.37% | 71 |
|
|
2022
Q4 | $996K | Hold |
12,890
| – | – | 0.4% | 66 |
|
|
2022
Q3 | $966K | Hold |
12,890
| – | – | 0.43% | 59 |
|
|
2022
Q2 | $968K | Hold |
12,890
| – | – | 0.4% | 67 |
|
|
2022
Q1 | $1.08M | Sell |
12,890
-218
| -2% | -$15.7K | 0.38% | 71 |
|
|
2021
Q4 | $867K | Sell |
13,108
-270
| -2% | -$17.1K | 0.29% | 89 |
|
|
2021
Q3 | $846K | Buy |
13,378
+192
| +1% | +$12.7K | 0.31% | 86 |
|
|
2021
Q2 | $873K | Buy |
13,186
+250
| +2% | +$17.1K | 0.4% | 75 |
|
|
2021
Q1 | $858K | Buy |
12,936
+4,684
| +57% | +$291K | 0.34% | 79 |
|
|
2020
Q4 | $526K | Hold |
8,252
| – | – | 0.24% | 92 |
|
|
2020
Q3 | $488K | Hold |
8,252
| – | – | 0.24% | 86 |
|
|
2020
Q2 | $487K | Buy |
8,252
+1,938
| +31% | +$119K | 0.27% | 87 |
|
|
2020
Q1 | $379K | Buy |
6,314
+1,278
| +25% | +$90.7K | 0.25% | 89 |
|
|
2019
Q4 | $380K | Hold |
5,036
| – | – | 0.19% | 118 |
|
|
2019
Q3 | $364K | Hold |
5,036
| – | – | 0.2% | 116 |
|
|
2019
Q2 | $346K | Buy |
+5,036
| New | +$330K | 0.19% | 123 |
|
|
2018
Q4 | – | Sell |
-5,036
| Closed | -$286K | – | 136 |
|
|
2018
Q3 | $286K | Hold |
5,036
| – | – | 0.16% | 136 |
|
|
2018
Q2 | $292K | Hold |
5,036
| – | – | 0.17% | 138 |
|
|
2018
Q1 | $280K | Hold |
5,036
| – | – | 0.16% | 146 |
|
|
2017
Q4 | $269K | Buy |
+5,036
| New | +$292K | 0.15% | 143 |
|
Other funds holding SRE
VCM
VPM
SimplyRich's SRE Position: Q1 2026 in Review
SimplyRich reduced its Sempra (SRE) stake by 0.58% in Q1 2026, selling an estimated $6.13K and leaving 11,441 shares worth $1.11M. The position accounts for 0.28% of the portfolio, ranked #78.
SimplyRich first reported a position in SRE in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.21M in Q4 2024. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.
- SimplyRich held 11,441 shares of Sempra worth $1.11M as of Q1 2026.
- SimplyRich sold 67 Sempra shares in Q1 2026, an estimated $6.13K.
- Sempra made up 0.28% of SimplyRich's portfolio in Q1 2026, its #78 holding.
- SimplyRich first reported a position in Sempra in Q4 2017 and has held it in 32 quarters since.
- SimplyRich's Sempra position peaked at $1.21M in Q4 2024.
- 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.