Capstone Wealth Management (Alabama)’s Sempra SRE Stock Holding History

Capstone Wealth Management (Alabama)’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	$276K	Buy	+2,982	New	+$277K	0.13%	125

Other funds holding SRE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s SRE Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Sempra (SRE) in Q2 2026: 2,982 shares worth $276K. The stake represents 0.13% of the portfolio and ranks #125 among its holdings.

506 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Capstone Wealth Management (Alabama) held 2,982 shares of Sempra worth $276K as of Q2 2026.
Sempra was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Sempra made up 0.13% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #125 holding.
506 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.