Activest Wealth Management’s Sempra SRE Stock Holding History

Activest Wealth Management’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	$2.88K	Sell	37 -36	-49%	-$3.11K	﹤0.01%	765
2026 Q2	$6.77K	Sell	73 -155	-68%	-$14.4K	﹤0.01%	664
2026 Q1	$22.2K	Buy	228 +64	+39%	+$5.86K	﹤0.01%	501
2025 Q4	$14.5K	Sell	164 -227	-58%	-$20.7K	﹤0.01%	582
2025 Q3	$35.2K	Buy	391 +167	+75%	+$13.5K	0.01%	300
2025 Q2	$17K	Buy	224 +47	+27%	+$3.49K	﹤0.01%	351
2025 Q1	$12.6K	Buy	+177	New	+$13.8K	﹤0.01%	359

Other funds holding SRE

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Activest Wealth Management's SRE Position: Q3 2026 in Review

Activest Wealth Management reduced its Sempra (SRE) stake by 49% in Q3 2026, selling an estimated $3.11K and leaving 37 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Activest Wealth Management first reported a position in SRE in Q1 2025 and has held it in 7 quarters since. The position peaked at $35.2K in Q3 2025. 452 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

Activest Wealth Management held 37 shares of Sempra worth $2.88K as of Q3 2026.
Activest Wealth Management sold 36 Sempra shares in Q3 2026, an estimated $3.11K.
Sempra made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #765 holding.
Activest Wealth Management first reported a position in Sempra in Q1 2025 and has held it in 7 quarters since.
Activest Wealth Management's Sempra position peaked at $35.2K in Q3 2025.
452 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.