SVWAG
SRE icon

Sound View Wealth Advisors Group’s Sempra SRE Stock Holding History

Sound View Wealth Advisors Group’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 		$270K Hold
2,915
– – 0.02% 380
2026
Q1 		$283K Hold
2,915
– – 0.02% 351
2025
Q4 		$257K Hold
2,915
– – 0.02% 369
2025
Q3 		$262K Sell
2,915
-703
-19% -$56.9K 0.02% 370
2025
Q2 		$274K Buy
3,618
+339
+10% +$25.2K 0.02% 360
2025
Q1 		$234K Sell
3,279
-505
-13% -$39.3K 0.02% 374
2024
Q4 		$332K Buy
3,784
+496
+15% +$43.4K 0.03% 326
2024
Q3 		$275K Buy
+3,288
New +$263K 0.02% 349

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

Sound View Wealth Advisors Group's SRE Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Sempra (SRE) position steady in Q2 2026 at 2,915 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #380.

Sound View Wealth Advisors Group first reported a position in SRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $332K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,915 shares of Sempra worth $270K as of Q2 2026.
  • Sound View Wealth Advisors Group left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #380 holding.
  • Sound View Wealth Advisors Group first reported a position in Sempra in Q3 2024 and has held it in 8 quarters since.
  • Sound View Wealth Advisors Group's Sempra position peaked at $332K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.