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Action Point Financial Planning’s Sempra SRE Stock Holding History

Action Point Financial Planning’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 		$10.6K Buy
+117
New +$10.9K ﹤0.01% 1430

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

Action Point Financial Planning's SRE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Sempra (SRE) in Q2 2026: 117 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1430 among its holdings.

1,280 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Action Point Financial Planning held 117 shares of Sempra worth $10.6K as of Q2 2026.
  • Sempra was a new Action Point Financial Planning position in Q2 2026.
  • Sempra made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1430 holding.
  • 1,280 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.