Cyndeo Wealth Partners’s Sempra SRE Stock Holding History

Cyndeo 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	$373K	Sell	4,022 -59	-1%	-$5.49K	0.02%	397
2026 Q1	$397K	Buy	4,081 +47	+1%	+$4.3K	0.02%	360
2025 Q4	$356K	Sell	4,034 -90	-2%	-$8.2K	0.02%	375
2025 Q3	$371K	Sell	4,124 -90	-2%	-$7.29K	0.02%	354
2025 Q2	$319K	Sell	4,214 -79	-2%	-$5.87K	0.02%	370
2025 Q1	$306K	Buy	4,293 +4	+0.1%	+$312	0.02%	363
2024 Q4	$376K	Sell	4,289 -11	-0.3%	-$963	0.03%	337
2024 Q3	$360K	Buy	4,300 +60	+1%	+$4.8K	0.03%	346
2024 Q2	$322K	Buy	+4,240	New	+$313K	0.03%	328

Other funds holding SRE

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

Cyndeo Wealth Partners reduced its Sempra (SRE) stake by 1.4% in Q2 2026, selling an estimated $5.49K and leaving 4,022 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #397.

Cyndeo Wealth Partners first reported a position in SRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $397K in Q1 2026. 236 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Cyndeo Wealth Partners held 4,022 shares of Sempra worth $373K as of Q2 2026.
Cyndeo Wealth Partners sold 59 Sempra shares in Q2 2026, an estimated $5.49K.
Sempra made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #397 holding.
Cyndeo Wealth Partners first reported a position in Sempra in Q2 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Sempra position peaked at $397K in Q1 2026.
236 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.