Vinva Investment Management’s Sempra SRE Stock Holding History

Vinva 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	$268K	Sell	2,776 -3,336	-55%	-$305K	﹤0.01%	421
2025 Q4	$545K	Buy	+6,112	New	+$557K	0.01%	340
2024 Q4	–	Sell	-29,766	Closed	-$2.48M	–	455
2024 Q3	$2.48M	Sell	29,766 -46,983	-61%	-$3.76M	0.1%	198
2024 Q2	$5.83M	Buy	76,749 +7,689	+11%	+$568K	0.29%	77
2024 Q1	$4.96M	Sell	69,060 -830	-1%	-$59.5K	0.28%	88
2023 Q4	$5.22M	Buy	69,890 +30,699	+78%	+$2.2M	0.36%	71
2023 Q3	$2.66M	Buy	39,191 +19,425	+98%	+$1.4M	0.25%	101
2023 Q2	$1.43M	Sell	19,766 -1,654	-8%	-$124K	0.12%	181
2023 Q1	$1.6M	Buy	+21,420	New	+$1.64M	0.13%	177

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vinva Investment Management's SRE Position: Q1 2026 in Review

Vinva Investment Management reduced its Sempra (SRE) stake by 55% in Q1 2026, selling an estimated $305K and leaving 2,776 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Vinva Investment Management first reported a position in SRE in Q1 2023 and has held it in 9 quarters since. The position peaked at $5.83M in Q2 2024. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Vinva Investment Management held 2,776 shares of Sempra worth $268K as of Q1 2026.
Vinva Investment Management sold 3,336 Sempra shares in Q1 2026, an estimated $305K.
Sempra made up ﹤0.01% of Vinva Investment Management's portfolio in Q1 2026, its #421 holding.
Vinva Investment Management first reported a position in Sempra in Q1 2023 and has held it in 9 quarters since.
Vinva Investment Management's Sempra position peaked at $5.83M in Q2 2024.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.