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Curated Wealth Partners’s Sempra SRE Stock Holding History

Curated 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
Q2 		$314K Buy
3,389
+1,123
+50% +$104K 0.04% 167
2026
Q1 		$220K Hold
2,266
– – 0.03% 201
2025
Q4 		$200K Buy
+2,266
New +$206K 0.02% 202

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

Curated Wealth Partners's SRE Position: Q2 2026 in Review

Curated Wealth Partners increased its Sempra (SRE) stake by 50% in Q2 2026, buying an estimated $104K and bringing the position to 3,389 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #167.

Curated Wealth Partners first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. 1,287 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Curated Wealth Partners held 3,389 shares of Sempra worth $314K as of Q2 2026.
  • Curated Wealth Partners bought 1,123 Sempra shares in Q2 2026, an estimated $104K.
  • Sempra made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • Curated Wealth Partners first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.