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Sunrise Financial Services’s Sempra SRE Stock Holding History

Sunrise Financial Services’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 		$2.32K Buy
25
+3
+14% +$279 ﹤0.01% 369
2026
Q1 		$2.14K Hold
22
– – ﹤0.01% 384
2025
Q4 		$1.94K Buy
+22
New +$2K ﹤0.01% 364

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

Sunrise Financial Services's SRE Position: Q2 2026 in Review

Sunrise Financial Services increased its Sempra (SRE) stake by 14% in Q2 2026, buying an estimated $279 and bringing the position to 25 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Sunrise Financial Services first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Sunrise Financial Services held 25 shares of Sempra worth $2.32K as of Q2 2026.
  • Sunrise Financial Services bought 3 Sempra shares in Q2 2026, an estimated $279.
  • Sempra made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #369 holding.
  • Sunrise Financial Services first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.