Destination Wealth Management’s Sempra SRE Stock Holding History

Destination 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 Q2	$286K	Buy	3,083 +958	+45%	+$89.1K	0.01%	278
2026 Q1	$207K	Buy	+2,125	New	+$194K	0.01%	297
2025 Q4	–	Sell	-2,328	Closed	-$209K	–	347
2025 Q3	$209K	Buy	+2,328	New	+$189K	0.01%	255
2025 Q2	–	Sell	-3,207	Closed	-$229K	–	282
2025 Q1	$229K	Buy	3,207 +912	+40%	+$71.1K	0.01%	227
2024 Q4	$201K	Buy	+2,295	New	+$201K	0.01%	228
2023 Q3	–	Sell	-10,284	Closed	-$749K	–	217
2023 Q2	$749K	Sell	10,284 -790	-7%	-$59.3K	0.03%	131
2023 Q1	$837K	Buy	11,074 +8,360	+308%	+$641K	0.03%	122
2022 Q4	$210K	Buy	2,714 +12	+0.4%	+$929	0.01%	189
2022 Q3	$203K	Sell	2,702 -32	-1%	-$2.59K	0.01%	184
2022 Q2	$205K	Buy	+2,734	New	+$220K	0.01%	188
2020 Q1	–	Sell	-3,598	Closed	-$273K	–	171
2019 Q4	$273K	Hold	3,598	–	–	0.01%	138
2019 Q3	$266K	Sell	3,598 -102	-3%	-$7.14K	0.01%	129
2019 Q2	$254K	Buy	3,700 +718	+24%	+$47.1K	0.01%	130
2019 Q1	$188K	Sell	2,982 -400	-12%	-$23.6K	0.01%	143
2018 Q4	$183K	Buy	3,382 +350	+12%	+$20K	0.01%	146
2018 Q3	$172K	Buy	3,032 +2,982	+5,964%	+$173K	0.01%	165
2018 Q2	$3K	Buy	+50	New	+$2.73K	﹤0.01%	462
2017 Q2	–	Sell	-4,516	Closed	-$250K	–	164
2017 Q1	$250K	Buy	+4,516	New	+$240K	0.02%	142
2015 Q3	–	Sell	-5,046	Closed	-$250K	–	209
2015 Q2	$250K	Buy	+5,046	New	+$267K	0.02%	215

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Destination Wealth Management's SRE Position: Q2 2026 in Review

Destination Wealth Management increased its Sempra (SRE) stake by 45% in Q2 2026, buying an estimated $89.1K and bringing the position to 3,083 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #278.

Destination Wealth Management first reported a position in SRE in Q2 2015 and has held it in 19 quarters since. The position peaked at $837K in Q1 2023. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Destination Wealth Management held 3,083 shares of Sempra worth $286K as of Q2 2026.
Destination Wealth Management bought 958 Sempra shares in Q2 2026, an estimated $89.1K.
Sempra made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #278 holding.
Destination Wealth Management first reported a position in Sempra in Q2 2015 and has held it in 19 quarters since.
Destination Wealth Management's Sempra position peaked at $837K in Q1 2023.
1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.