SGK
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Steigerwald Gordon & Koch’s Sempra SRE Stock Holding History

Steigerwald Gordon & Koch’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 		$2.41K Hold
26
– – ﹤0.01% 672
2026
Q1 		$2.53K Sell
26
-50
-66% -$4.58K ﹤0.01% 677
2025
Q4 		$6.71K Buy
+76
New +$6.92K ﹤0.01% 637

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

Steigerwald Gordon & Koch's SRE Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Sempra (SRE) position steady in Q2 2026 at 26 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Steigerwald Gordon & Koch first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.71K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Steigerwald Gordon & Koch held 26 shares of Sempra worth $2.41K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Sempra share count unchanged in Q2 2026.
  • Sempra made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #672 holding.
  • Steigerwald Gordon & Koch first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Steigerwald Gordon & Koch's Sempra position peaked at $6.71K in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.