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Dogwood Wealth Management’s Sempra SRE Stock Holding History

Dogwood 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 		$50.8K Buy
548
+62
+13% +$5.77K 0.02% 157
2026
Q1 		$47.2K Buy
486
+25
+5% +$2.29K 0.02% 154
2025
Q4 		$40.7K Buy
461
+7
+2% +$637 0.02% 145
2025
Q3 		$40.8K Buy
454
+16
+4% +$1.3K 0.02% 137
2025
Q2 		$32.5K Buy
438
+86
+24% +$6.38K 0.02% 144
2025
Q1 		$25.1K Buy
352
+7
+2% +$545 0.01% 140
2024
Q4 		$30.2K Buy
345
+3
+0.9% +$263 0.02% 136
2024
Q3 		$28.6K Buy
342
+2
+0.6% +$160 0.02% 131
2024
Q2 		$25.8K Buy
340
+4
+1% +$296 0.02% 134
2024
Q1 		$24.2K Buy
336
+2
+0.6% +$143 0.02% 151
2023
Q4 		$25.1K Buy
+334
New +$23.9K 0.02% 143

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

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

Dogwood Wealth Management increased its Sempra (SRE) stake by 13% in Q2 2026, buying an estimated $5.77K and bringing the position to 548 shares worth $50.8K. The position accounts for 0.02% of the portfolio, ranked #157.

Dogwood Wealth Management first reported a position in SRE in Q4 2023 and has held it in 11 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Dogwood Wealth Management held 548 shares of Sempra worth $50.8K as of Q2 2026.
  • Dogwood Wealth Management bought 62 Sempra shares in Q2 2026, an estimated $5.77K.
  • Sempra made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Dogwood Wealth Management first reported a position in Sempra in Q4 2023 and has held it in 11 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.