James T. Borello RIA
SRE icon

James T. Borello RIA’s Sempra SRE Stock Holding History

James T. Borello RIA’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
Q3 		$18.9K Buy
242
+75
+45% +$6.49K ﹤0.01% 437
2026
Q2 		$15.5K Hold
167
– – ﹤0.01% 483
2026
Q1 		$16.2K Buy
167
+5
+3% +$458 ﹤0.01% 424
2025
Q4 		$14.3K Buy
162
+37
+30% +$3.37K ﹤0.01% 333
2025
Q3 		$11.2K Buy
+125
New +$10.1K ﹤0.01% 295

Other funds holding SRE

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's SRE Position: Q3 2026 in Review

James T. Borello RIA increased its Sempra (SRE) stake by 45% in Q3 2026, buying an estimated $6.49K and bringing the position to 242 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

James T. Borello RIA first reported a position in SRE in Q3 2025 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • James T. Borello RIA held 242 shares of Sempra worth $18.9K as of Q3 2026.
  • James T. Borello RIA bought 75 Sempra shares in Q3 2026, an estimated $6.49K.
  • Sempra made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #437 holding.
  • James T. Borello RIA first reported a position in Sempra in Q3 2025 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.