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Joseph Group Capital Management’s Sempra SRE Stock Holding History

Joseph Group Capital 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
Q2 		$13.3K Buy
143
+13
+10% +$1.21K ﹤0.01% 305
2026
Q1 		$12.6K Buy
+130
New +$11.9K ﹤0.01% 244

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

Joseph Group Capital Management's SRE Position: Q2 2026 in Review

Joseph Group Capital Management increased its Sempra (SRE) stake by 10% in Q2 2026, buying an estimated $1.21K and bringing the position to 143 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Joseph Group Capital Management first reported a position in SRE in Q1 2026 and has held it in 2 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Joseph Group Capital Management held 143 shares of Sempra worth $13.3K as of Q2 2026.
  • Joseph Group Capital Management bought 13 Sempra shares in Q2 2026, an estimated $1.21K.
  • Sempra made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #305 holding.
  • Joseph Group Capital Management first reported a position in Sempra in Q1 2026 and has held it in 2 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.