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JPL Wealth Management’s Sempra SRE Stock Holding History

JPL 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
Q1 		$45.9K Buy
+472
New +$43.2K 0.01% 256
2025
Q4 		– Sell
-456
Closed -$41K – 987
2025
Q3 		$41K Buy
+456
New +$36.9K 0.01% 273

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JPL Wealth Management's SRE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Sempra (SRE) in Q1 2026: 472 shares worth $45.9K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SRE as recently as Q3 2025.

JPL Wealth Management first reported a position in SRE in Q3 2025 and has held it in 2 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • JPL Wealth Management held 472 shares of Sempra worth $45.9K as of Q1 2026.
  • Sempra was a new JPL Wealth Management position in Q1 2026.
  • Sempra made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #256 holding.
  • JPL Wealth Management first reported a position in Sempra in Q3 2025 and has held it in 2 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.