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Elevation Wealth Partners’s Sempra SRE Stock Holding History

Elevation 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 		$8.53K Buy
92
+3
+3% +$279 ﹤0.01% 859
2026
Q1 		$8.65K Hold
89
– – ﹤0.01% 552
2025
Q4 		$7.86K Buy
89
+72
+424% +$6.56K ﹤0.01% 531
2025
Q3 		$1.53K Buy
+17
New +$1.38K ﹤0.01% 690

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

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

Elevation Wealth Partners increased its Sempra (SRE) stake by 3.4% in Q2 2026, buying an estimated $279 and bringing the position to 92 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Elevation Wealth Partners first reported a position in SRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.65K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Elevation Wealth Partners held 92 shares of Sempra worth $8.53K as of Q2 2026.
  • Elevation Wealth Partners bought 3 Sempra shares in Q2 2026, an estimated $279.
  • Sempra made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #859 holding.
  • Elevation Wealth Partners first reported a position in Sempra in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Sempra position peaked at $8.65K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.