Impact Partnership Wealth
SRE icon

Impact Partnership Wealth’s Sempra SRE Stock Holding History

Impact Partnership 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
Q3 		$234K Buy
3,005
+56
+2% +$4.84K 0.02% 422
2026
Q2 		$273K Sell
2,949
-49
-2% -$4.56K 0.03% 356
2026
Q1 		$291K Buy
2,998
+86
+3% +$7.87K 0.04% 279
2025
Q4 		$257K Buy
2,912
+549
+23% +$50K 0.03% 296
2025
Q3 		$213K Buy
+2,363
New +$191K 0.03% 285
2025
Q1 		– Sell
-2,300
Closed -$202K – 337
2024
Q4 		$202K Buy
+2,300
New +$201K 0.04% 275
2024
Q2 		– Sell
-2,300
Closed -$165K – 621
2024
Q1 		$165K Hold
2,300
– – 0.07% 204
2023
Q4 		$172K Hold
2,300
– – 0.06% 200
2023
Q3 		$156K Buy
2,300
+2,010
+693% +$145K 0.05% 218
2023
Q2 		$21.1K Buy
+290
New +$21.8K 0.01% 331

Other funds holding SRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Impact Partnership Wealth's SRE Position: Q3 2026 in Review

Impact Partnership Wealth increased its Sempra (SRE) stake by 1.9% in Q3 2026, buying an estimated $4.84K and bringing the position to 3,005 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #422.

Impact Partnership Wealth first reported a position in SRE in Q2 2023 and has held it in 10 quarters since. The position peaked at $291K in Q1 2026. 704 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Impact Partnership Wealth held 3,005 shares of Sempra worth $234K as of Q3 2026.
  • Impact Partnership Wealth bought 56 Sempra shares in Q3 2026, an estimated $4.84K.
  • Sempra made up 0.02% of Impact Partnership Wealth's portfolio in Q3 2026, its #422 holding.
  • Impact Partnership Wealth first reported a position in Sempra in Q2 2023 and has held it in 10 quarters since.
  • Impact Partnership Wealth's Sempra position peaked at $291K in Q1 2026.
  • 704 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.