Clark Wealth Partners
SRE icon

Clark Wealth Partners’s Sempra SRE Stock Holding History

Clark Wealth Partners’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
Q3 		$2.6K Hold
33
– – ﹤0.01% 553
2026
Q2 		$3.08K Sell
33
-8
-20% -$744 ﹤0.01% 372
2026
Q1 		$4.01K Buy
41
+8
+24% +$732 ﹤0.01% 362
2025
Q4 		$2.91K Hold
33
– – ﹤0.01% 398
2025
Q3 		$2.91K Hold
33
– – ﹤0.01% 398
2025
Q2 		$2.5K Buy
+33
New +$2.45K ﹤0.01% 356
2025
Q1 		– Sell
-36
Closed -$3.16K – 593
2024
Q4 		$3.16K Buy
+36
New +$3.15K ﹤0.01% 297

Other funds holding SRE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Clark Wealth Partners's SRE Position: Q3 2026 in Review

Clark Wealth Partners held its Sempra (SRE) position steady in Q3 2026 at 33 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Clark Wealth Partners first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.01K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Clark Wealth Partners held 33 shares of Sempra worth $2.6K as of Q3 2026.
  • Clark Wealth Partners left its Sempra share count unchanged in Q3 2026.
  • Sempra made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #553 holding.
  • Clark Wealth Partners first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Sempra position peaked at $4.01K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.