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Souders Financial Advisors’s Sempra SRE Stock Holding History

Souders Financial 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 		$245K Sell
2,645
-806
-23% -$75K 0.02% 210
2026
Q1 		$335K Buy
3,451
+129
+4% +$11.8K 0.04% 175
2025
Q4 		$293K Buy
3,322
+33
+1% +$3K 0.03% 180
2025
Q3 		$296K Buy
3,289
+199
+6% +$16.1K 0.04% 174
2025
Q2 		$234K Buy
+3,090
New +$229K 0.03% 186

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

Souders Financial Advisors's SRE Position: Q2 2026 in Review

Souders Financial Advisors reduced its Sempra (SRE) stake by 23% in Q2 2026, selling an estimated $75K and leaving 2,645 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #210.

Souders Financial Advisors first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $335K in Q1 2026. 1,288 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Souders Financial Advisors held 2,645 shares of Sempra worth $245K as of Q2 2026.
  • Souders Financial Advisors sold 806 Sempra shares in Q2 2026, an estimated $75K.
  • Sempra made up 0.02% of Souders Financial Advisors's portfolio in Q2 2026, its #210 holding.
  • Souders Financial Advisors first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • Souders Financial Advisors's Sempra position peaked at $335K in Q1 2026.
  • 1,288 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.