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DiNuzzo Private Wealth’s Sempra SRE Stock Holding History

DiNuzzo Private Wealth’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 		$9.46K Hold
102
– – ﹤0.01% 291
2026
Q1 		$9.91K Hold
102
– – ﹤0.01% 278
2025
Q4 		$9.01K Hold
102
– – ﹤0.01% 284
2025
Q3 		$8.42K Sell
102
-1
-1% -$81 ﹤0.01% 287
2025
Q2 		$7.8K Buy
103
+2
+2% +$148 ﹤0.01% 295
2025
Q1 		$7.21K Sell
101
-4
-4% -$312 ﹤0.01% 295
2024
Q4 		$9.21K Buy
105
+1
+1% +$88 ﹤0.01% 259
2024
Q3 		$8.7K Buy
104
+2
+2% +$160 ﹤0.01% 275
2024
Q2 		$7.76K Buy
102
+5
+5% +$370 ﹤0.01% 222
2024
Q1 		$6.97K Buy
97
+1
+1% +$72 ﹤0.01% 213
2023
Q4 		$7.17K Buy
+96
New +$6.87K ﹤0.01% 196

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

DiNuzzo Private Wealth's SRE Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Sempra (SRE) position steady in Q2 2026 at 102 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

DiNuzzo Private Wealth first reported a position in SRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.91K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • DiNuzzo Private Wealth held 102 shares of Sempra worth $9.46K as of Q2 2026.
  • DiNuzzo Private Wealth left its Sempra share count unchanged in Q2 2026.
  • Sempra made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #291 holding.
  • DiNuzzo Private Wealth first reported a position in Sempra in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Sempra position peaked at $9.91K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.