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Cherry Tree Wealth Management’s Sempra SRE Stock Holding History

Cherry Tree Wealth Management’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 		$5.44K Sell
56
-1,202
-96% -$110K ﹤0.01% 479
2025
Q4 		$111K Hold
1,258
– – 0.02% 214
2025
Q3 		$113K Hold
1,258
– – 0.02% 210
2025
Q2 		$95.3K Hold
1,258
– – 0.02% 220
2025
Q1 		$89.8K Hold
1,258
– – 0.02% 220
2024
Q4 		$110K Hold
1,258
– – 0.03% 201
2024
Q3 		$105K Hold
1,258
– – 0.02% 208
2024
Q2 		$95.7K Hold
1,258
– – 0.02% 209
2024
Q1 		$90.4K Hold
1,258
– – 0.02% 217
2023
Q4 		$94K Hold
1,258
– – 0.03% 201
2023
Q3 		$85.6K Hold
1,258
– – 0.03% 198
2023
Q2 		$91.6K Buy
+1,258
New +$94.5K 0.03% 199

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cherry Tree Wealth Management's SRE Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Sempra (SRE) stake by 96% in Q1 2026, selling an estimated $110K and leaving 56 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Cherry Tree Wealth Management first reported a position in SRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $113K in Q3 2025. 1,272 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Cherry Tree Wealth Management held 56 shares of Sempra worth $5.44K as of Q1 2026.
  • Cherry Tree Wealth Management sold 1,202 Sempra shares in Q1 2026, an estimated $110K.
  • Sempra made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #479 holding.
  • Cherry Tree Wealth Management first reported a position in Sempra in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Sempra position peaked at $113K in Q3 2025.
  • 1,272 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.