Wealthfront Advisers’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.96M | Sell |
42,756
-1,835
| -4% | -$171K | 0.01% | 485 |
|
|
2026
Q1 | $4.33M | Buy |
44,591
+7,169
| +19% | +$656K | 0.01% | 446 |
|
|
2025
Q4 | $3.3M | Buy |
37,422
+2,585
| +7% | +$235K | 0.01% | 494 |
|
|
2025
Q3 | $3.13M | Buy |
34,837
+2,977
| +9% | +$241K | 0.01% | 496 |
|
|
2025
Q2 | $2.41M | Buy |
31,860
+7,617
| +31% | +$566K | 0.01% | 531 |
|
|
2025
Q1 | $1.73M | Sell |
24,243
-24,359
| -50% | -$1.9M | ﹤0.01% | 570 |
|
|
2024
Q4 | $4.26M | Buy |
48,602
+7,315
| +18% | +$640K | 0.01% | 361 |
|
|
2024
Q3 | $3.45M | Buy |
41,287
+2,920
| +8% | +$234K | 0.01% | 389 |
|
|
2024
Q2 | $2.92M | Buy |
38,367
+17,127
| +81% | +$1.27M | 0.01% | 390 |
|
|
2024
Q1 | $1.53M | Sell |
21,240
-1,613
| -7% | -$116K | 0.01% | 534 |
|
|
2023
Q4 | $1.71M | Buy |
22,853
+3,672
| +19% | +$263K | 0.01% | 493 |
|
|
2023
Q3 | $1.3M | Sell |
19,181
-3,327
| -15% | -$240K | 0.01% | 511 |
|
|
2023
Q2 | $1.64M | Buy |
22,508
+3,342
| +17% | +$251K | 0.01% | 461 |
|
|
2023
Q1 | $1.45M | Sell |
19,166
-37,714
| -66% | -$2.89M | 0.01% | 464 |
|
|
2022
Q4 | $4.4M | Buy |
56,880
+11,546
| +25% | +$893K | 0.02% | 226 |
|
|
2022
Q3 | $3.4M | Buy |
45,334
+25,246
| +126% | +$2.04M | 0.02% | 250 |
|
|
2022
Q2 | $1.51M | Buy |
20,088
+164
| +0.8% | +$13.2K | 0.01% | 426 |
|
|
2022
Q1 | $1.68M | Buy |
19,924
+1,092
| +6% | +$78.5K | 0.01% | 433 |
|
|
2021
Q4 | $1.25M | Buy |
18,832
+666
| +4% | +$42.2K | 0.01% | 467 |
|
|
2021
Q3 | $1.15M | Buy |
18,166
+2,564
| +16% | +$169K | 0.01% | 454 |
|
|
2021
Q2 | $1.03M | Buy |
15,602
+120
| +0.8% | +$8.21K | ﹤0.01% | 423 |
|
|
2021
Q1 | $1.03M | Sell |
15,482
-758
| -5% | -$47.1K | 0.01% | 379 |
|
|
2020
Q4 | $1.03M | Sell |
16,240
-202
| -1% | -$13K | 0.01% | 355 |
|
|
2020
Q3 | $973K | Sell |
16,442
-1,300
| -7% | -$80K | 0.01% | 330 |
|
|
2020
Q2 | $1.04M | Sell |
17,742
-10,266
| -37% | -$631K | 0.01% | 306 |
|
|
2020
Q1 | $1.58M | Sell |
28,008
-328
| -1% | -$23.3K | 0.01% | 178 |
|
|
2019
Q4 | $2.15M | Buy |
28,336
+2,356
| +9% | +$173K | 0.02% | 165 |
|
|
2019
Q3 | $1.92M | Buy |
25,980
+186
| +0.7% | +$13K | 0.02% | 176 |
|
|
2019
Q2 | $1.77M | Buy |
25,794
+1,146
| +5% | +$75.2K | 0.02% | 173 |
|
|
2019
Q1 | $1.55M | Buy |
24,648
+3,268
| +15% | +$193K | 0.01% | 187 |
|
|
2018
Q4 | $1.16M | Buy |
+21,380
| New | +$1.22M | 0.01% | 211 |
|
Other funds holding SRE
Wealthfront Advisers's SRE Position: Q2 2026 in Review
Wealthfront Advisers reduced its Sempra (SRE) stake by 4.1% in Q2 2026, selling an estimated $171K and leaving 42,756 shares worth $3.96M. The position accounts for 0.01% of the portfolio, ranked #485.
Wealthfront Advisers first reported a position in SRE in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.4M in Q4 2022. 951 funds tracked by Wall St. Rank hold SRE as of Q2 2026.
- Wealthfront Advisers held 42,756 shares of Sempra worth $3.96M as of Q2 2026.
- Wealthfront Advisers sold 1,835 Sempra shares in Q2 2026, an estimated $171K.
- Sempra made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #485 holding.
- Wealthfront Advisers first reported a position in Sempra in Q4 2018 and has held it in 31 quarters since.
- Wealthfront Advisers's Sempra position peaked at $4.4M in Q4 2022.
- 951 funds tracked by Wall St. Rank held Sempra as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.