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Washington Trust Advisors’s Sempra SRE Stock Holding History

Washington Trust 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 		$270K Buy
2,915
+1,110
+61% +$103K 0.02% 207
2026
Q1 		$175K Buy
1,805
+75
+4% +$6.86K 0.01% 237
2025
Q4 		$153K Sell
1,730
-86
-5% -$7.83K 0.01% 244
2025
Q3 		$163K Sell
1,816
-27
-1% -$2.19K 0.01% 239
2025
Q2 		$140K Hold
1,843
– – 0.01% 229
2025
Q1 		$132K Buy
1,843
+24
+1% +$1.87K 0.01% 231
2024
Q4 		$160K Hold
1,819
– – 0.01% 214
2024
Q3 		$152K Buy
1,819
+8
+0.4% +$640 0.01% 224
2024
Q2 		$138K Hold
1,811
– – 0.01% 222
2024
Q1 		$130K Buy
1,811
+13
+0.7% +$932 0.01% 225
2023
Q4 		$134K Hold
1,798
– – 0.01% 217
2023
Q3 		$122K Buy
1,798
+20
+1% +$1.44K 0.01% 220
2023
Q2 		$129K Sell
1,778
-10
-0.6% -$751 0.01% 211
2023
Q1 		$135K Buy
1,788
+58
+3% +$4.45K 0.01% 213
2022
Q4 		$134K Sell
1,730
-174
-9% -$13.5K 0.01% 213
2022
Q3 		$143K Hold
1,904
– – 0.01% 229
2022
Q2 		$143K Sell
1,904
-64
-3% -$5.14K 0.01% 247
2022
Q1 		$166K Buy
1,968
+162
+9% +$11.6K 0.01% 261
2021
Q4 		$119K Buy
+1,806
New +$114K 0.01% 335

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's SRE Position: Q2 2026 in Review

Washington Trust Advisors increased its Sempra (SRE) stake by 61% in Q2 2026, buying an estimated $103K and bringing the position to 2,915 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #207.

Washington Trust Advisors first reported a position in SRE in Q4 2021 and has held it in 19 quarters since. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Washington Trust Advisors held 2,915 shares of Sempra worth $270K as of Q2 2026.
  • Washington Trust Advisors bought 1,110 Sempra shares in Q2 2026, an estimated $103K.
  • Sempra made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #207 holding.
  • Washington Trust Advisors first reported a position in Sempra in Q4 2021 and has held it in 19 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.