KWA
SRE icon

Kingswood Wealth Advisors’s Sempra SRE Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-3,072
Closed -$271K – 968
2025
Q4 		$271K Buy
3,072
+540
+21% +$49.2K 0.01% 715
2025
Q3 		$228K Buy
+2,532
New +$205K 0.01% 724

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's SRE Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Sempra (SRE) in Q1 2026, closing a stake of 3,072 shares — an estimated $271K sold.

Kingswood Wealth Advisors first reported a position in SRE in Q3 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 1,272 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,072 Sempra shares in Q1 2026, an estimated $271K.
  • Kingswood Wealth Advisors first reported a position in Sempra in Q3 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Sempra position peaked at $271K in Q4 2025.
  • 1,272 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.