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Golden State Equity Partners’s Sempra SRE Stock Holding History

Golden State Equity 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 		– Sell
-13,871
Closed -$1.35M – 1573
2026
Q1 		$1.35M Buy
13,871
+1,162
+9% +$106K 0.1% 228
2025
Q4 		$1.12M Sell
12,709
-1,261
-9% -$115K 0.18% 127
2025
Q3 		$1.26M Sell
13,970
-328
-2% -$26.6K 0.21% 117
2025
Q2 		$1.08M Sell
14,298
-106
-0.7% -$7.87K 0.2% 124
2025
Q1 		$1.03M Sell
14,404
-424
-3% -$33K 0.2% 130
2024
Q4 		$1.3M Buy
14,828
+11,923
+410% +$1.04M 0.25% 98
2024
Q3 		$243K Sell
2,905
-13,497
-82% -$1.08M 0.13% 156
2024
Q2 		$1.25M Buy
+16,402
New +$1.21M 0.26% 94
2023
Q4 		$1.21M Buy
16,167
+338
+2% +$24.2K 0.29% 86
2023
Q3 		$1.08M Buy
15,829
+737
+5% +$53.2K 0.3% 89
2023
Q2 		$1.1M Buy
15,092
+846
+6% +$63.5K 0.31% 79
2023
Q1 		$1.08M Buy
+14,246
New +$1.09M 0.58% 54
2022
Q1 		$938K Buy
11,160
+312
+3% +$22.4K 0.47% 63
2021
Q4 		$717K Buy
10,848
+382
+4% +$24.2K 0.36% 66
2021
Q3 		$662K Buy
+10,466
New +$691K 0.27% 93

Other funds holding SRE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Golden State Equity Partners's SRE Position: Q2 2026 in Review

Golden State Equity Partners sold out of Sempra (SRE) in Q2 2026, closing a stake of 13,871 shares — an estimated $1.35M sold.

Golden State Equity Partners first reported a position in SRE in Q3 2021 and held it in 15 quarters. The position peaked at $1.35M in Q1 2026. 598 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Golden State Equity Partners reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 13,871 Sempra shares in Q2 2026, an estimated $1.35M.
  • Golden State Equity Partners first reported a position in Sempra in Q3 2021 and held it in 15 quarters.
  • Golden State Equity Partners's Sempra position peaked at $1.35M in Q1 2026.
  • 598 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.