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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 Sell
14,828
-3,053
-17% -$267K 0.25% 98
2024
Q3 		$1.5M Buy
17,881
+1,479
+9% +$118K 0.23% 95
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

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

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 $1.5M in Q3 2024. 1,289 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 $1.5M in Q3 2024.
  • 1,289 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.