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Stone House Investment Management’s Sempra SRE Stock Holding History

Stone House Investment 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 		$486 Hold
5
– – ﹤0.01% 819
2025
Q4 		$441 Buy
+5
New +$455 ﹤0.01% 732

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BlackRock
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Wellington Management Group
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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

Stone House Investment Management's SRE Position: Q1 2026 in Review

Stone House Investment Management held its Sempra (SRE) position steady in Q1 2026 at 5 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Stone House Investment Management first reported a position in SRE in Q4 2025 and has held it in 2 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Stone House Investment Management held 5 shares of Sempra worth $486 as of Q1 2026.
  • Stone House Investment Management left its Sempra share count unchanged in Q1 2026.
  • Sempra made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #819 holding.
  • Stone House Investment Management first reported a position in Sempra in Q4 2025 and has held it in 2 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.