Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s Sempra SRE Stock Holding History

Ashton Thomas 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
Q3 		$315K Buy
4,040
+156
+4% +$13.5K 0.01% 976
2026
Q2 		$360K Buy
+3,884
New +$361K 0.01% 910
2024
Q3 		– Sell
-432
Closed -$32.9K – 1672
2024
Q2 		$32.9K Buy
+432
New +$31.9K ﹤0.01% 1029

Other funds holding SRE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Ashton Thomas Private Wealth's SRE Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Sempra (SRE) stake by 4% in Q3 2026, buying an estimated $13.5K and bringing the position to 4,040 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #976.

Ashton Thomas Private Wealth first reported a position in SRE in Q2 2024 and has held it in 3 quarters since. The position peaked at $360K in Q2 2026. 1,037 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Ashton Thomas Private Wealth held 4,040 shares of Sempra worth $315K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 156 Sempra shares in Q3 2026, an estimated $13.5K.
  • Sempra made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #976 holding.
  • Ashton Thomas Private Wealth first reported a position in Sempra in Q2 2024 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's Sempra position peaked at $360K in Q2 2026.
  • 1,037 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.