Westside Investment Management’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 | $23.5K | Hold |
254
| – | – | ﹤0.01% | 865 |
|
|
2026
Q1 | $25.2K | Sell |
254
-148
| -37% | -$13.5K | ﹤0.01% | 808 |
|
|
2025
Q4 | $36.1K | Sell |
402
-100
| -20% | -$9.11K | 0.01% | 648 |
|
|
2025
Q3 | $44.9K | Buy |
502
+127
| +34% | +$10.3K | 0.01% | 575 |
|
|
2025
Q2 | $28.5K | Buy |
375
+127
| +51% | +$9.43K | 0.01% | 581 |
|
|
2025
Q1 | $17.7K | Hold |
248
| – | – | ﹤0.01% | 592 |
|
|
2024
Q4 | $21.8K | Buy |
248
+148
| +148% | +$13K | ﹤0.01% | 546 |
|
|
2024
Q3 | $8.36K | Sell |
100
-100
| -50% | -$8K | ﹤0.01% | 710 |
|
|
2024
Q2 | $15.2K | Hold |
200
| – | – | ﹤0.01% | 594 |
|
|
2024
Q1 | $14.4K | Hold |
200
| – | – | ﹤0.01% | 570 |
|
|
2023
Q4 | $14.9K | Sell |
200
-100
| -33% | -$7.15K | ﹤0.01% | 535 |
|
|
2023
Q3 | $20.4K | Sell |
300
-100
| -25% | -$7.21K | 0.01% | 482 |
|
|
2023
Q2 | $29.1K | Buy |
400
+100
| +33% | +$7.51K | 0.01% | 439 |
|
|
2023
Q1 | $22.7K | Sell |
300
-100
| -25% | -$7.67K | 0.01% | 478 |
|
|
2022
Q4 | $30 | Hold |
400
| – | – | ﹤0.01% | 473 |
|
|
2022
Q3 | $29 | Sell |
400
-100
| -20% | -$8.09K | ﹤0.01% | 465 |
|
|
2022
Q2 | $37 | Sell |
500
-26
| -5% | -$2.09K | ﹤0.01% | 440 |
|
|
2022
Q1 | $44 | Sell |
526
-100
| -16% | -$7.19K | ﹤0.01% | 425 |
|
|
2021
Q4 | $41 | Hold |
626
| – | – | ﹤0.01% | 418 |
|
|
2021
Q3 | $39 | Hold |
626
| – | – | ﹤0.01% | 409 |
|
|
2021
Q2 | $41 | Hold |
626
| – | – | ﹤0.01% | 399 |
|
|
2021
Q1 | $41 | Hold |
626
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $39 | Buy |
626
+26
| +4% | +$1.67K | ﹤0.01% | 367 |
|
|
2020
Q3 | $35 | Hold |
600
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $35 | Hold |
600
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $33 | Buy |
+600
| New | +$42.6K | ﹤0.01% | 363 |
|
|
2019
Q2 | $41 | Buy |
+600
| New | +$39.4K | ﹤0.01% | 340 |
|
|
2018
Q4 | $32.5K | Hold |
600
| – | – | 0.01% | 341 |
|
|
2018
Q3 | $34.1K | Hold |
600
| – | – | 0.01% | 288 |
|
|
2018
Q2 | $34.7K | Hold |
600
| – | – | 0.01% | 328 |
|
|
2018
Q1 | $33K | Hold |
600
| – | – | 0.02% | 317 |
|
|
2017
Q4 | $32.5K | Hold |
600
| – | – | 0.02% | 327 |
|
|
2017
Q3 | $33.8K | Hold |
600
| – | – | 0.02% | 313 |
|
|
2017
Q2 | $33.2K | Hold |
600
| – | – | 0.02% | 311 |
|
|
2017
Q1 | $32.8K | Hold |
600
| – | – | 0.02% | 290 |
|
|
2016
Q4 | $30.6K | Buy |
+600
| New | +$30.5K | 0.02% | 228 |
|
Other funds holding SRE
Westside Investment Management's SRE Position: Q2 2026 in Review
Westside Investment Management held its Sempra (SRE) position steady in Q2 2026 at 254 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #865.
Westside Investment Management first reported a position in SRE in Q4 2016 and has held it in 36 quarters since. The position peaked at $44.9K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.
- Westside Investment Management held 254 shares of Sempra worth $23.5K as of Q2 2026.
- Westside Investment Management left its Sempra share count unchanged in Q2 2026.
- Sempra made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #865 holding.
- Westside Investment Management first reported a position in Sempra in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Sempra position peaked at $44.9K in Q3 2025.
- 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.