BSC
SRE icon

BOLTON SECURITIES CORPORATION’s Sempra SRE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$332K Sell
4,258
-33
-0.8% -$2.85K 0.01% 718
2026
Q2 		$398K Buy
4,291
+435
+11% +$40.5K 0.01% 670
2026
Q1 		$375K Buy
+3,856
New +$353K 0.02% 621
2025
Q3 		$370K Buy
+4,108
New +$333K 0.02% 589
2025
Q1 		$269K Buy
+3,765
New +$293K 0.02% 619

Other funds holding SRE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $159B AUM 35.54% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SRE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Sempra (SRE) stake by 0.77% in Q3 2026, selling an estimated $2.85K and leaving 4,258 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #718.

BOLTON SECURITIES CORPORATION first reported a position in SRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $398K in Q2 2026. 846 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,258 shares of Sempra worth $332K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 33 Sempra shares in Q3 2026, an estimated $2.85K.
  • Sempra made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #718 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Sempra in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Sempra position peaked at $398K in Q2 2026.
  • 846 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.