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VestGen Advisors’s Sempra SRE Stock Holding History

VestGen Advisors’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 		$337K Sell
3,631
-248
-6% -$23.1K 0.01% 802
2026
Q1 		$362K Buy
+3,879
New +$355K 0.01% 768

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

VestGen Advisors's SRE Position: Q2 2026 in Review

VestGen Advisors reduced its Sempra (SRE) stake by 6.4% in Q2 2026, selling an estimated $23.1K and leaving 3,631 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #802.

VestGen Advisors first reported a position in SRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $362K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • VestGen Advisors held 3,631 shares of Sempra worth $337K as of Q2 2026.
  • VestGen Advisors sold 248 Sempra shares in Q2 2026, an estimated $23.1K.
  • Sempra made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #802 holding.
  • VestGen Advisors first reported a position in Sempra in Q1 2026 and has held it in 2 quarters since.
  • VestGen Advisors's Sempra position peaked at $362K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.