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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 		$6.99M Buy
134,171
+131,905
+5,821% +$12.3M 0.9% 15
2026
Q1 		$220K Hold
2,266
– – 0.03% 201
2025
Q4 		$200K Buy
+2,266
New +$206K 0.02% 202

Other funds holding SRE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Curated Wealth Partners increased its Sempra (SRE) stake by 5,821% in Q2 2026, buying an estimated $12.3M and bringing the position to 134,171 shares worth $6.99M. The position accounts for 0.9% of the portfolio, ranked #15.

Curated Wealth Partners first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Curated Wealth Partners held 134,171 shares of Sempra worth $6.99M as of Q2 2026.
  • Curated Wealth Partners bought 131,905 Sempra shares in Q2 2026, an estimated $12.3M.
  • Sempra made up 0.9% of Curated Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Curated Wealth Partners first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • 366 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.