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VSM Wealth Advisory’s Sempra SRE Stock Holding History

VSM Wealth Advisory’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 		$18.4K Hold
198
– – ﹤0.01% 309
2026
Q1 		$19.2K Buy
+198
New +$18.1K 0.01% 297
2025
Q4 		– Sell
-498
Closed -$44.8K – 486
2025
Q3 		$44.8K Hold
498
– – 0.01% 202
2025
Q2 		$37.7K Hold
498
– – 0.01% 240
2025
Q1 		$35.5K Hold
498
– – 0.01% 225
2024
Q4 		$43.7K Buy
+498
New +$43.6K 0.02% 207

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

VSM Wealth Advisory's SRE Position: Q2 2026 in Review

VSM Wealth Advisory held its Sempra (SRE) position steady in Q2 2026 at 198 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

VSM Wealth Advisory first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.8K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • VSM Wealth Advisory held 198 shares of Sempra worth $18.4K as of Q2 2026.
  • VSM Wealth Advisory left its Sempra share count unchanged in Q2 2026.
  • Sempra made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #309 holding.
  • VSM Wealth Advisory first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Sempra position peaked at $44.8K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.