Balance Wealth
SRE icon

Balance Wealth’s Sempra SRE Stock Holding History

Balance 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 		$4.11K Buy
+53
New +$4.58K ﹤0.01% 683

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

Balance Wealth's SRE Position: Q3 2026 in Review

Balance Wealth opened a new position in Sempra (SRE) in Q3 2026: 53 shares worth $4.11K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings.

1,037 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Balance Wealth held 53 shares of Sempra worth $4.11K as of Q3 2026.
  • Sempra was a new Balance Wealth position in Q3 2026.
  • Sempra made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #683 holding.
  • 1,037 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.