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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
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

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 $3.37T AUM 44.26% 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

Impact Partnership Wealth's SRE Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Sempra (SRE) stake by 1.6% in Q2 2026, selling an estimated $4.56K and leaving 2,949 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #356.

Impact Partnership Wealth first reported a position in SRE in Q2 2023 and has held it in 9 quarters since. The position peaked at $291K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Impact Partnership Wealth held 2,949 shares of Sempra worth $273K as of Q2 2026.
  • Impact Partnership Wealth sold 49 Sempra shares in Q2 2026, an estimated $4.56K.
  • Sempra made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #356 holding.
  • Impact Partnership Wealth first reported a position in Sempra in Q2 2023 and has held it in 9 quarters since.
  • Impact Partnership Wealth's Sempra position peaked at $291K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.