BWS
SRE icon

Buck Wealth Strategies’s Sempra SRE Stock Holding History

Buck Wealth Strategies’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 		$6.77M Buy
73,032
+1,888
+3% +$176K 0.71% 43
2026
Q1 		$6.91M Buy
71,144
+1,980
+3% +$181K 0.85% 41
2025
Q4 		$6.11M Buy
69,164
+2,019
+3% +$184K 0.78% 40
2025
Q3 		$6.04M Buy
67,145
+1,918
+3% +$155K 0.83% 38
2025
Q2 		$4.94M Buy
65,227
+7,176
+12% +$533K 0.75% 42
2025
Q1 		$4.14M Buy
58,051
+7,012
+14% +$546K 0.75% 44
2024
Q4 		$4.48M Buy
+51,039
New +$4.47M 0.93% 43

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

Buck Wealth Strategies's SRE Position: Q2 2026 in Review

Buck Wealth Strategies increased its Sempra (SRE) stake by 2.7% in Q2 2026, buying an estimated $176K and bringing the position to 73,032 shares worth $6.77M. The position accounts for 0.71% of the portfolio, ranked #43.

Buck Wealth Strategies first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.91M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Buck Wealth Strategies held 73,032 shares of Sempra worth $6.77M as of Q2 2026.
  • Buck Wealth Strategies bought 1,888 Sempra shares in Q2 2026, an estimated $176K.
  • Sempra made up 0.71% of Buck Wealth Strategies's portfolio in Q2 2026, its #43 holding.
  • Buck Wealth Strategies first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • Buck Wealth Strategies's Sempra position peaked at $6.91M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.