WD Rutherford’s Sempra SRE Stock Holding History

WD Rutherford’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	$329K	Buy	3,548 +1,238	+54%	+$115K	0.12%	74
2026 Q1	$224K	Buy	+2,310	New	+$211K	0.1%	71
2025 Q3	–	Sell	-2,065	Closed	-$156K	–	94
2025 Q2	$156K	Buy	+2,065	New	+$153K	0.07%	77

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WD Rutherford's SRE Position: Q2 2026 in Review

WD Rutherford increased its Sempra (SRE) stake by 54% in Q2 2026, buying an estimated $115K and bringing the position to 3,548 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #74.

WD Rutherford first reported a position in SRE in Q2 2025 and has held it in 3 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

WD Rutherford held 3,548 shares of Sempra worth $329K as of Q2 2026.
WD Rutherford bought 1,238 Sempra shares in Q2 2026, an estimated $115K.
Sempra made up 0.12% of WD Rutherford's portfolio in Q2 2026, its #74 holding.
WD Rutherford first reported a position in Sempra in Q2 2025 and has held it in 3 quarters since.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.