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Wimmer Associates 1’s Sempra SRE Stock Holding History

Wimmer Associates 1’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 		$310K Hold
3,343
– – 0.14% 94
2026
Q1 		$325K Sell
3,343
-670
-17% -$61.3K 0.16% 89
2025
Q4 		$354K Sell
4,013
-125
-3% -$11.4K 0.16% 85
2025
Q3 		$372K Hold
4,138
– – 0.18% 83
2025
Q2 		$314K Hold
4,138
– – 0.16% 91
2025
Q1 		$311K Sell
4,138
-1,996
-33% -$156K 0.16% 91
2024
Q4 		$538K Buy
6,134
+35
+0.6% +$3.06K 0.27% 72
2024
Q3 		$510K Sell
6,099
-25
-0.4% -$2K 0.25% 78
2024
Q2 		$466K Hold
6,124
– – 0.24% 78
2024
Q1 		$440K Buy
6,124
+80
+1% +$5.73K 0.23% 81
2023
Q4 		$452K Sell
6,044
-61
-1% -$4.36K 0.25% 80
2023
Q3 		$415K Buy
6,105
+475
+8% +$34.3K 0.26% 81
2023
Q2 		$410K Sell
5,630
-160
-3% -$12K 0.25% 81
2023
Q1 		$436K Sell
5,790
-84
-1% -$6.45K 0.28% 81
2022
Q4 		$454K Buy
5,874
+600
+11% +$46.4K 0.3% 79
2022
Q3 		$398K Buy
5,274
+40
+0.8% +$3.24K 0.26% 80
2022
Q2 		$393K Hold
5,234
– – 0.26% 83
2022
Q1 		$440K Buy
5,234
+40
+0.8% +$2.87K 0.24% 83
2021
Q4 		$344K Sell
5,194
-30
-0.6% -$1.9K 0.18% 95
2021
Q3 		$330K Buy
5,224
+718
+16% +$47.4K 0.2% 94
2021
Q2 		$299K Buy
4,506
+892
+25% +$61K 0.18% 99
2021
Q1 		$240K Buy
+3,614
New +$225K 0.13% 104

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

Wimmer Associates 1's SRE Position: Q2 2026 in Review

Wimmer Associates 1 held its Sempra (SRE) position steady in Q2 2026 at 3,343 shares worth $310K. The position accounts for 0.14% of the portfolio, ranked #94.

Wimmer Associates 1 first reported a position in SRE in Q1 2021 and has held it in 22 quarters since. The position peaked at $538K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Wimmer Associates 1 held 3,343 shares of Sempra worth $310K as of Q2 2026.
  • Wimmer Associates 1 left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.14% of Wimmer Associates 1's portfolio in Q2 2026, its #94 holding.
  • Wimmer Associates 1 first reported a position in Sempra in Q1 2021 and has held it in 22 quarters since.
  • Wimmer Associates 1's Sempra position peaked at $538K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Wimmer Associates 1's 13F filing for Q2 2026, filed 14 Aug 2026.