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Strategic Investment Solutions’s Sempra SRE Stock Holding History

Strategic Investment Solutions’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 		$3.25K Buy
35
+30
+600% +$2.79K ﹤0.01% 552
2026
Q1 		$486 Sell
5
-70
-93% -$6.41K ﹤0.01% 612
2025
Q4 		$6.62K Hold
75
– – ﹤0.01% 441
2025
Q3 		$6.75K Hold
75
– – ﹤0.01% 418
2025
Q2 		$5.68K Hold
75
– – ﹤0.01% 417
2025
Q1 		$5.35K Hold
75
– – ﹤0.01% 441
2024
Q4 		$6.58K Buy
+75
New +$6.56K ﹤0.01% 430

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

Strategic Investment Solutions's SRE Position: Q2 2026 in Review

Strategic Investment Solutions increased its Sempra (SRE) stake by 600% in Q2 2026, buying an estimated $2.79K and bringing the position to 35 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Strategic Investment Solutions first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.75K in Q3 2025. 1,280 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Strategic Investment Solutions held 35 shares of Sempra worth $3.25K as of Q2 2026.
  • Strategic Investment Solutions bought 30 Sempra shares in Q2 2026, an estimated $2.79K.
  • Sempra made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #552 holding.
  • Strategic Investment Solutions first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • Strategic Investment Solutions's Sempra position peaked at $6.75K in Q3 2025.
  • 1,280 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.