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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
Q2 		$436K Buy
4,701
+206
+5% +$19.2K ﹤0.01% 854
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
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

Wealthspire Advisors (New York)'s SRE Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Sempra (SRE) stake by 4.6% in Q2 2026, buying an estimated $19.2K and bringing the position to 4,701 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Wealthspire Advisors (New York) first reported a position in SRE in Q4 2018 and has held it in 20 quarters since. The position peaked at $760K in Q3 2022. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Wealthspire Advisors (New York) held 4,701 shares of Sempra worth $436K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 206 Sempra shares in Q2 2026, an estimated $19.2K.
  • Sempra made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #854 holding.
  • Wealthspire Advisors (New York) first reported a position in Sempra in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s Sempra position peaked at $760K in Q3 2022.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.