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World Investment Advisors’s Sempra SRE Stock Holding History

World Investment 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
Q2 		$424K Sell
4,381
-2,559
-37% -$238K 0.01% 1029
2026
Q1 		$674K Buy
6,940
+206
+3% +$18.9K 0.01% 856
2025
Q4 		$595K Buy
6,734
+3,016
+81% +$275K 0.01% 858
2025
Q3 		$335K Buy
3,718
+75
+2% +$6.07K 0.01% 943
2025
Q2 		$276K Sell
3,643
-772
-17% -$57.3K 0.01% 947
2025
Q1 		$315K Buy
4,415
+739
+20% +$57.6K 0.01% 850
2024
Q4 		$322K Buy
+3,676
New +$322K 0.01% 803

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

World Investment Advisors's SRE Position: Q2 2026 in Review

World Investment Advisors reduced its Sempra (SRE) stake by 37% in Q2 2026, selling an estimated $238K and leaving 4,381 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #1029.

World Investment Advisors first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $674K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • World Investment Advisors held 4,381 shares of Sempra worth $424K as of Q2 2026.
  • World Investment Advisors sold 2,559 Sempra shares in Q2 2026, an estimated $238K.
  • Sempra made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1029 holding.
  • World Investment Advisors first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Sempra position peaked at $674K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.