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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
Q2 		$262K Buy
2,830
+15
+0.5% +$1.4K 0.05% 115
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 $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

Bridgewealth Advisory Group's SRE Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Sempra (SRE) stake by 0.53% in Q2 2026, buying an estimated $1.4K and bringing the position to 2,830 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #115.

Bridgewealth Advisory Group first reported a position in SRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $274K in Q1 2026. 1,288 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Bridgewealth Advisory Group held 2,830 shares of Sempra worth $262K as of Q2 2026.
  • Bridgewealth Advisory Group bought 15 Sempra shares in Q2 2026, an estimated $1.4K.
  • Sempra made up 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #115 holding.
  • Bridgewealth Advisory Group first reported a position in Sempra in Q3 2024 and has held it in 7 quarters since.
  • Bridgewealth Advisory Group's Sempra position peaked at $274K in Q1 2026.
  • 1,288 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.