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Angeles Wealth Management’s Sempra SRE Stock Holding History

Angeles 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
Q1 		$272K Buy
2,782
+503
+22% +$46K 0.01% 344
2025
Q4 		$202K Buy
+2,279
New +$208K 0.01% 367

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Angeles Wealth Management's SRE Position: Q1 2026 in Review

Angeles Wealth Management increased its Sempra (SRE) stake by 22% in Q1 2026, buying an estimated $46K and bringing the position to 2,782 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #344.

Angeles Wealth Management first reported a position in SRE in Q4 2025 and has held it in 2 quarters since. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Angeles Wealth Management held 2,782 shares of Sempra worth $272K as of Q1 2026.
  • Angeles Wealth Management bought 503 Sempra shares in Q1 2026, an estimated $46K.
  • Sempra made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #344 holding.
  • Angeles Wealth Management first reported a position in Sempra in Q4 2025 and has held it in 2 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.