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Kingsview Wealth Management’s Sempra SRE Stock Holding History

Kingsview 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
Q2 		$4.38M Buy
47,268
+146
+0.3% +$13.6K 0.05% 331
2026
Q1 		$4.58M Buy
47,122
+69
+0.1% +$6.31K 0.06% 315
2025
Q4 		$4.15M Buy
47,053
+38
+0.1% +$3.46K 0.06% 314
2025
Q3 		$4.23M Buy
47,015
+907
+2% +$73.5K 0.06% 305
2025
Q2 		$3.49M Sell
46,108
-274
-0.6% -$20.3K 0.06% 307
2025
Q1 		$3.31M Sell
46,382
-9
-0% -$701 0.06% 279
2024
Q4 		$4.07M Sell
46,391
-127
-0.3% -$11.1K 0.08% 234
2024
Q3 		$3.89M Buy
46,518
+158
+0.3% +$12.6K 0.08% 236
2024
Q2 		$3.53M Buy
46,360
+179
+0.4% +$13.2K 0.08% 227
2024
Q1 		$3.32M Buy
46,181
+2,333
+5% +$167K 0.08% 230
2023
Q4 		$3.28M Buy
43,848
+39,600
+932% +$2.83M 0.1% 193
2023
Q3 		$289K Buy
4,248
+312
+8% +$22.5K 0.01% 756
2023
Q2 		$287K Sell
3,936
-5,150
-57% -$387K 0.01% 754
2023
Q1 		$687K Sell
9,086
-158
-2% -$12.1K 0.03% 493
2022
Q4 		$714K Sell
9,244
-510
-5% -$39.5K 0.03% 417
2022
Q3 		$731K Buy
9,754
+2,624
+37% +$212K 0.03% 407
2022
Q2 		$536K Buy
+7,130
New +$572K 0.03% 522

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

Kingsview Wealth Management's SRE Position: Q2 2026 in Review

Kingsview Wealth Management increased its Sempra (SRE) stake by 0.31% in Q2 2026, buying an estimated $13.6K and bringing the position to 47,268 shares worth $4.38M. The position accounts for 0.05% of the portfolio, ranked #331.

Kingsview Wealth Management first reported a position in SRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.58M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Kingsview Wealth Management held 47,268 shares of Sempra worth $4.38M as of Q2 2026.
  • Kingsview Wealth Management bought 146 Sempra shares in Q2 2026, an estimated $13.6K.
  • Sempra made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Kingsview Wealth Management first reported a position in Sempra in Q2 2022 and has held it in 17 quarters since.
  • Kingsview Wealth Management's Sempra position peaked at $4.58M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.