Wealthspire Advisors (New York)’s Sempra SRE Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$437K	Sell	4,495 -1,907	-30%	-$174K	﹤0.01%	614
2025 Q4	$565K	Buy	6,402 +2,935	+85%	+$267K	﹤0.01%	571
2025 Q3	$312K	Sell	3,467 -1,850	-35%	-$150K	﹤0.01%	648
2025 Q2	$403K	Buy	5,317 +746	+16%	+$55.4K	﹤0.01%	595
2025 Q1	$326K	Sell	4,571 -692	-13%	-$53.9K	﹤0.01%	622
2024 Q4	$462K	Buy	5,263 +214	+4%	+$18.7K	﹤0.01%	531
2024 Q3	$422K	Buy	5,049 +558	+12%	+$44.6K	﹤0.01%	533
2024 Q2	$342K	Sell	4,491 -241	-5%	-$17.8K	﹤0.01%	508
2024 Q1	$340K	Sell	4,732 -318	-6%	-$22.8K	﹤0.01%	498
2023 Q4	$377K	Buy	5,050 +508	+11%	+$36.3K	0.01%	464
2023 Q3	$309K	Sell	4,542 -906	-17%	-$65.3K	0.01%	478
2023 Q2	$397K	Sell	5,448 -18	-0.3%	-$1.35K	0.01%	410
2023 Q1	$413K	Sell	5,466 -2,426	-31%	-$186K	0.01%	383
2022 Q4	$610K	Sell	7,892 -2,238	-22%	-$173K	0.01%	345
2022 Q3	$760K	Buy	+10,130	New	+$820K	0.02%	270
2021 Q2	–	Sell	-5,940	Closed	-$394K	–	620
2021 Q1	$394K	Buy	5,940 +544	+10%	+$33.8K	0.01%	465
2020 Q4	$344K	Buy	+5,396	New	+$347K	0.01%	391
2020 Q2	–	Sell	-5,334	Closed	-$301K	–	493
2020 Q1	$301K	Buy	+5,334	New	+$378K	0.01%	381
2019 Q1	–	Sell	-362	Closed	-$20K	–	682
2018 Q4	$20K	Buy	+362	New	+$20.6K	﹤0.01%	342

Other funds holding SRE

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s SRE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Sempra (SRE) stake by 30% in Q1 2026, selling an estimated $174K and leaving 4,495 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Wealthspire Advisors (New York) first reported a position in SRE in Q4 2018 and has held it in 19 quarters since. The position peaked at $760K in Q3 2022. 1,269 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Wealthspire Advisors (New York) held 4,495 shares of Sempra worth $437K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,907 Sempra shares in Q1 2026, an estimated $174K.
Sempra made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #614 holding.
Wealthspire Advisors (New York) first reported a position in Sempra in Q4 2018 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s Sempra position peaked at $760K in Q3 2022.
1,269 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.