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Destiny Wealth Partners’s Sempra SRE Stock Holding History

Destiny 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 		– Sell
-380
Closed -$36.9K – 974
2026
Q1 		$36.9K Buy
+380
New +$34.8K ﹤0.01% 490
2023
Q1 		– Sell
-98
Closed -$7.57K – 583
2022
Q4 		$7.57K Hold
98
– – ﹤0.01% 517
2022
Q3 		$7K Sell
98
-2,686
-96% -$217K ﹤0.01% 467
2022
Q2 		$209K Buy
+2,784
New +$224K 0.05% 182
2021
Q2 		– Sell
-44
Closed -$3K – 459
2021
Q1 		$3K Buy
+44
New +$2.74K ﹤0.01% 503

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

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

Destiny Wealth Partners sold out of Sempra (SRE) in Q2 2026, closing a stake of 380 shares — an estimated $36.9K sold.

Destiny Wealth Partners first reported a position in SRE in Q1 2021 and held it in 5 quarters. The position peaked at $209K in Q2 2022. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 380 Sempra shares in Q2 2026, an estimated $36.9K.
  • Destiny Wealth Partners first reported a position in Sempra in Q1 2021 and held it in 5 quarters.
  • Destiny Wealth Partners's Sempra position peaked at $209K in Q2 2022.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.