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Vise Technologies’s Sempra SRE Stock Holding History

Vise Technologies’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 		$702K Hold
7,952
– – 0.01% 713
2025
Q4 		$702K Buy
7,952
+934
+13% +$85K 0.01% 718
2025
Q3 		$632K Sell
7,018
-8,139
-54% -$659K 0.02% 568
2025
Q2 		$1.15M Buy
+15,157
New +$1.13M 0.05% 402
2024
Q4 		$433K Buy
4,937
+2,161
+78% +$189K 0.04% 476
2024
Q3 		$232K Buy
+2,776
New +$222K 0.03% 531

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Vise Technologies's SRE Position: Q1 2026 in Review

Vise Technologies held its Sempra (SRE) position steady in Q1 2026 at 7,952 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #713.

Vise Technologies first reported a position in SRE in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2025. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Vise Technologies held 7,952 shares of Sempra worth $702K as of Q1 2026.
  • Vise Technologies left its Sempra share count unchanged in Q1 2026.
  • Sempra made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #713 holding.
  • Vise Technologies first reported a position in Sempra in Q3 2024 and has held it in 6 quarters since.
  • Vise Technologies's Sempra position peaked at $1.15M in Q2 2025.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.