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Foguth Wealth Management’s Sempra SRE Stock Holding History

Foguth 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
Q1 		– Sell
-5,261
Closed -$472K – 220
2025
Q4 		$472K Buy
+5,261
New +$479K 0.07% 105
2025
Q2 		$395K Buy
5,219
+40
+0.8% +$2.97K 0.08% 93
2025
Q1 		$370K Buy
+5,179
New +$404K 0.09% 102

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foguth Wealth Management's SRE Position: Q1 2026 in Review

Foguth Wealth Management sold out of Sempra (SRE) in Q1 2026, closing a stake of 5,261 shares — an estimated $472K sold.

Foguth Wealth Management first reported a position in SRE in Q1 2025 and held it in 3 quarters. The position peaked at $472K in Q4 2025. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Foguth Wealth Management reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
  • Foguth Wealth Management sold 5,261 Sempra shares in Q1 2026, an estimated $472K.
  • Foguth Wealth Management first reported a position in Sempra in Q1 2025 and held it in 3 quarters.
  • Foguth Wealth Management's Sempra position peaked at $472K in Q4 2025.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.