Superior Planning, LLC’s Sempra SRE Stock Holding History

Superior Planning, LLC’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	$745K	Buy	+9,556	New	+$826K	0.31%	72

Other funds holding SRE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's SRE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sempra (SRE) in Q3 2026: 9,556 shares worth $745K. The stake represents 0.31% of the portfolio and ranks #72 among its holdings.

863 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

Superior Planning, LLC held 9,556 shares of Sempra worth $745K as of Q3 2026.
Sempra was a new Superior Planning, LLC position in Q3 2026.
Sempra made up 0.31% of Superior Planning, LLC's portfolio in Q3 2026, its #72 holding.
863 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.