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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Destination Wealth Management's SRE Position: Q1 2026 in Review

Destination Wealth Management opened a new position in Sempra (SRE) in Q1 2026: 2,125 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in SRE as recently as Q3 2025.

Destination Wealth Management first reported a position in SRE in Q2 2015 and has held it in 18 quarters since. The position peaked at $837K in Q1 2023. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Destination Wealth Management held 2,125 shares of Sempra worth $207K as of Q1 2026.
  • Sempra was a new Destination Wealth Management position in Q1 2026.
  • Sempra made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #297 holding.
  • Destination Wealth Management first reported a position in Sempra in Q2 2015 and has held it in 18 quarters since.
  • Destination Wealth Management's Sempra position peaked at $837K in Q1 2023.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.