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Bridgewealth Advisory Group’s Sempra SRE Stock Holding History

Bridgewealth Advisory Group’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 		$274K Buy
2,815
+14
+0.5% +$1.28K 0.06% 101
2025
Q4 		$247K Buy
2,801
+14
+0.5% +$1.27K 0.05% 107
2025
Q3 		$251K Buy
2,787
+17
+0.6% +$1.38K 0.06% 99
2025
Q2 		$210K Buy
+2,770
New +$206K 0.05% 107
2025
Q1 		– Sell
-2,752
Closed -$231K – 103
2024
Q4 		$231K Buy
2,752
+31
+1% +$2.71K 0.07% 95
2024
Q3 		$228K Buy
+2,721
New +$218K 0.08% 77

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

Bridgewealth Advisory Group's SRE Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Sempra (SRE) stake by 0.5% in Q1 2026, buying an estimated $1.28K and bringing the position to 2,815 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #101.

Bridgewealth Advisory Group first reported a position in SRE in Q3 2024 and has held it in 6 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Bridgewealth Advisory Group held 2,815 shares of Sempra worth $274K as of Q1 2026.
  • Bridgewealth Advisory Group bought 14 Sempra shares in Q1 2026, an estimated $1.28K.
  • Sempra made up 0.06% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #101 holding.
  • Bridgewealth Advisory Group first reported a position in Sempra in Q3 2024 and has held it in 6 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.