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Wilkerson Advisory Group’s Sempra SRE Stock Holding History

Wilkerson Advisory Group’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 		$23.1K Buy
249
+6
+2% +$558 0.01% 320
2026
Q1 		$23.6K Buy
243
+142
+141% +$13K 0.01% 281
2025
Q4 		$8.92K Buy
+101
New +$9.2K ﹤0.01% 353

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 $3.37T AUM 44.26% 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

Wilkerson Advisory Group's SRE Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Sempra (SRE) stake by 2.5% in Q2 2026, buying an estimated $558 and bringing the position to 249 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #320.

Wilkerson Advisory Group first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.6K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Wilkerson Advisory Group held 249 shares of Sempra worth $23.1K as of Q2 2026.
  • Wilkerson Advisory Group bought 6 Sempra shares in Q2 2026, an estimated $558.
  • Sempra made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #320 holding.
  • Wilkerson Advisory Group first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Sempra position peaked at $23.6K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.