Howard Wealth Management’s Sempra SRE Stock Holding History

Howard 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 Q3	–	Sell	-2,350	Closed	-$218K	–	154
2026 Q2	$218K	Hold	2,350	–	–	0.08%	145
2026 Q1	$228K	Sell	2,350 -50	-2%	-$4.58K	0.1%	133
2025 Q4	$212K	Hold	2,400	–	–	0.09%	131
2025 Q3	$216K	Buy	+2,400	New	+$194K	0.1%	123
2025 Q1	–	Sell	-2,450	Closed	-$215K	–	120
2024 Q4	$215K	Hold	2,450	–	–	0.12%	110
2024 Q3	$205K	Buy	+2,450	New	+$196K	0.12%	112
2023 Q1	–	Sell	-2,600	Closed	-$201K	–	118
2022 Q4	$201K	Sell	2,600 -200	-7%	-$15.5K	0.16%	111
2022 Q3	$209K	Buy	+2,800	New	+$227K	0.15%	111
2022 Q2	–	Sell	-2,800	Closed	-$235K	–	117
2022 Q1	$235K	Buy	+2,800	New	+$201K	0.13%	115
2020 Q1	–	Sell	-3,320	Closed	-$251K	–	436
2019 Q4	$251K	Buy	+3,320	New	+$244K	0.21%	87

Other funds holding SRE

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Howard Wealth Management's SRE Position: Q3 2026 in Review

Howard Wealth Management sold out of Sempra (SRE) in Q3 2026, closing a stake of 2,350 shares — an estimated $218K sold.

Howard Wealth Management first reported a position in SRE in Q4 2019 and held it in 10 quarters. The position peaked at $251K in Q4 2019. 415 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

Howard Wealth Management reported no remaining Sempra position as of Q3 2026 after selling out during the quarter.
Howard Wealth Management sold 2,350 Sempra shares in Q3 2026, an estimated $218K.
Howard Wealth Management first reported a position in Sempra in Q4 2019 and held it in 10 quarters.
Howard Wealth Management's Sempra position peaked at $251K in Q4 2019.
415 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.