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Smartleaf Asset Management’s Sempra SRE Stock Holding History

Smartleaf Asset Management’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 		$895K Buy
9,266
+486
+6% +$44.5K 0.03% 422
2025
Q4 		$782K Buy
8,780
+895
+11% +$81.5K 0.03% 425
2025
Q3 		$707K Buy
7,885
+2,895
+58% +$234K 0.04% 405
2025
Q2 		$376K Buy
4,990
+2,170
+77% +$161K 0.03% 430
2025
Q1 		$197K Sell
2,820
-1,591
-36% -$124K 0.02% 582
2024
Q4 		$385K Buy
4,411
+2,182
+98% +$191K 0.04% 382
2024
Q3 		$186K Buy
2,229
+1,163
+109% +$93K 0.02% 512
2024
Q2 		$81K Buy
1,066
+430
+68% +$31.8K 0.01% 634
2024
Q1 		$45.3K Buy
636
+516
+430% +$37K 0.01% 697
2023
Q4 		$8.96K Buy
+120
New +$8.58K ﹤0.01% 785

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

Smartleaf Asset Management's SRE Position: Q1 2026 in Review

Smartleaf Asset Management increased its Sempra (SRE) stake by 5.5% in Q1 2026, buying an estimated $44.5K and bringing the position to 9,266 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #422.

Smartleaf Asset Management first reported a position in SRE in Q4 2023 and has held it in 10 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Smartleaf Asset Management held 9,266 shares of Sempra worth $895K as of Q1 2026.
  • Smartleaf Asset Management bought 486 Sempra shares in Q1 2026, an estimated $44.5K.
  • Sempra made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #422 holding.
  • Smartleaf Asset Management first reported a position in Sempra in Q4 2023 and has held it in 10 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.