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West Branch Capital’s Sempra SRE Stock Holding History

West Branch Capital’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 		– Sell
-110
Closed -$9.71K – 424
2025
Q4 		$9.71K Hold
110
– – ﹤0.01% 267
2025
Q3 		$9.9K Hold
110
– – ﹤0.01% 280
2025
Q2 		$8.34K Hold
110
– – ﹤0.01% 292
2025
Q1 		$7.85K Buy
110
+108
+5,400% +$8.41K ﹤0.01% 308
2024
Q4 		$176 Hold
2
– – ﹤0.01% 483
2024
Q3 		$168 Sell
2
-1,017
-100% -$81.3K ﹤0.01% 484
2024
Q2 		$77.5K Sell
1,019
-560
-35% -$41.4K 0.03% 135
2024
Q1 		$113K Hold
1,579
– – 0.05% 115
2023
Q4 		$118K Sell
1,579
-700
-31% -$50.1K 0.06% 103
2023
Q3 		$155K Buy
2,279
+1
+0% +$72 0.08% 87
2023
Q2 		$166K Sell
2,278
-390
-15% -$29.3K 0.08% 88
2023
Q1 		$202K Sell
2,668
-140
-5% -$10.7K 0.11% 76
2022
Q4 		$217K Hold
2,808
– – 0.13% 72
2022
Q3 		$211K Hold
2,808
– – 0.13% 74
2022
Q2 		$211K Hold
2,808
– – 0.12% 75
2022
Q1 		$236K Hold
2,808
– – 0.11% 78
2021
Q4 		$186K Sell
2,808
-198
-7% -$12.5K 0.08% 92
2021
Q3 		$190K Buy
3,006
+198
+7% +$13.1K 0.09% 87
2021
Q2 		$186K Buy
+2,808
New +$192K 0.09% 92
2020
Q1 		– Sell
-2,906
Closed -$220K – 92
2019
Q4 		$220K Hold
2,906
– – 0.15% 89
2019
Q3 		$214K Buy
+2,906
New +$203K 0.16% 86

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Branch Capital's SRE Position: Q1 2026 in Review

West Branch Capital sold out of Sempra (SRE) in Q1 2026, closing a stake of 110 shares — an estimated $9.71K sold.

West Branch Capital first reported a position in SRE in Q3 2019 and held it in 21 quarters. The position peaked at $236K in Q1 2022. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • West Branch Capital reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
  • West Branch Capital sold 110 Sempra shares in Q1 2026, an estimated $9.71K.
  • West Branch Capital first reported a position in Sempra in Q3 2019 and held it in 21 quarters.
  • West Branch Capital's Sempra position peaked at $236K in Q1 2022.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.