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Vision Retirement’s Sempra SRE Stock Holding History

Vision Retirement’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 		$43K Buy
464
+3
+0.7% +$279 0.01% 244
2026
Q1 		$44.8K Buy
461
+3
+0.7% +$275 0.01% 226
2025
Q4 		$40.4K Buy
+458
New +$41.7K 0.01% 259

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Vision Retirement's SRE Position: Q2 2026 in Review

Vision Retirement increased its Sempra (SRE) stake by 0.65% in Q2 2026, buying an estimated $279 and bringing the position to 464 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #244.

Vision Retirement first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.8K in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Vision Retirement held 464 shares of Sempra worth $43K as of Q2 2026.
  • Vision Retirement bought 3 Sempra shares in Q2 2026, an estimated $279.
  • Sempra made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #244 holding.
  • Vision Retirement first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Sempra position peaked at $44.8K in Q1 2026.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.