Focus Partners Wealth
SRE icon

Focus Partners Wealth’s Sempra SRE Stock Holding History

Focus Partners 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 		$7.57M Buy
81,607
+22,983
+39% +$2.14M 0.01% 805
2026
Q1 		$5.7M Buy
58,624
+10,328
+21% +$945K 0.01% 896
2025
Q4 		$4.27M Buy
48,296
+18,911
+64% +$1.72M ﹤0.01% 997
2025
Q3 		$2.64M Sell
29,385
-8,401
-22% -$680K ﹤0.01% 934
2025
Q2 		$2.86M Buy
37,786
+739
+2% +$54.9K 0.01% 810
2025
Q1 		$2.64M Buy
37,047
+2,222
+6% +$173K 0.01% 780
2024
Q4 		$3.06M Buy
34,825
+7,570
+28% +$662K 0.01% 748
2024
Q3 		$2.28M Buy
27,255
+13,493
+98% +$1.08M 0.01% 743
2024
Q2 		$1.05M Buy
+13,762
New +$1.02M ﹤0.01% 791

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

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

Focus Partners Wealth increased its Sempra (SRE) stake by 39% in Q2 2026, buying an estimated $2.14M and bringing the position to 81,607 shares worth $7.57M. The position accounts for 0.01% of the portfolio, ranked #805.

Focus Partners Wealth first reported a position in SRE in Q2 2024 and has held it in 9 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Focus Partners Wealth held 81,607 shares of Sempra worth $7.57M as of Q2 2026.
  • Focus Partners Wealth bought 22,983 Sempra shares in Q2 2026, an estimated $2.14M.
  • Sempra made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #805 holding.
  • Focus Partners Wealth first reported a position in Sempra in Q2 2024 and has held it in 9 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.