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Allied Private Wealth’s Sempra SRE Stock Holding History

Allied Private Wealth’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 		$11.9K Buy
+125
New +$11.6K 0.01% 491

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

Allied Private Wealth's SRE Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Sempra (SRE) in Q2 2026: 125 shares worth $11.9K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings.

1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Allied Private Wealth held 125 shares of Sempra worth $11.9K as of Q2 2026.
  • Sempra was a new Allied Private Wealth position in Q2 2026.
  • Sempra made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #491 holding.
  • 1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.