Westfuller Advisors’s Sempra SRE Stock Holding History

Westfuller Advisors’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	$12.7K	Buy	130 +62	+91%	+$5.67K	0.01%	414
2025 Q4	$6.13K	Buy	+68	New	+$6.19K	﹤0.01%	538

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Westfuller Advisors's SRE Position: Q1 2026 in Review

Westfuller Advisors increased its Sempra (SRE) stake by 91% in Q1 2026, buying an estimated $5.67K and bringing the position to 130 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #414.

Westfuller Advisors first reported a position in SRE in Q4 2025 and has held it in 2 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Westfuller Advisors held 130 shares of Sempra worth $12.7K as of Q1 2026.
Westfuller Advisors bought 62 Sempra shares in Q1 2026, an estimated $5.67K.
Sempra made up 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #414 holding.
Westfuller Advisors first reported a position in Sempra in Q4 2025 and has held it in 2 quarters since.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.