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Essential Partners’s Sempra SRE Stock Holding History

Essential 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 		$59.4K Buy
641
+483
+306% +$44.9K 0.03% 568
2026
Q1 		$15.4K Buy
158
+9
+6% +$824 0.01% 1036
2025
Q4 		$13.2K Hold
149
– – ﹤0.01% 1062
2025
Q3 		$13.4K Buy
149
+22
+17% +$1.78K ﹤0.01% 1053
2025
Q2 		$9.62K Buy
+127
New +$9.43K ﹤0.01% 857

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 $3.38T AUM 44.17% 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

Essential Partners's SRE Position: Q2 2026 in Review

Essential Partners increased its Sempra (SRE) stake by 306% in Q2 2026, buying an estimated $44.9K and bringing the position to 641 shares worth $59.4K. The position accounts for 0.03% of the portfolio, ranked #568.

Essential Partners first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Essential Partners held 641 shares of Sempra worth $59.4K as of Q2 2026.
  • Essential Partners bought 483 Sempra shares in Q2 2026, an estimated $44.9K.
  • Sempra made up 0.03% of Essential Partners's portfolio in Q2 2026, its #568 holding.
  • Essential Partners first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.