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Lakeshore Financial Planning’s Sempra SRE Stock Holding History

Lakeshore Financial Planning’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 		$352K Buy
3,793
+4
+0.1% +$372 0.11% 59
2026
Q1 		$368K Sell
3,789
-156
-4% -$14.3K 0.13% 49
2025
Q4 		$348K Buy
3,945
+5
+0.1% +$455 0.12% 53
2025
Q3 		$355K Buy
3,940
+5
+0.1% +$405 0.13% 49
2025
Q2 		$298K Buy
3,935
+7
+0.2% +$520 0.12% 55
2025
Q1 		$280K Buy
3,928
+5
+0.1% +$390 0.12% 53
2024
Q4 		$344K Buy
3,923
+5
+0.1% +$438 0.15% 44
2024
Q3 		$328K Sell
3,918
-104
-3% -$8.32K 0.14% 48
2024
Q2 		$306K Buy
4,022
+50
+1% +$3.7K 0.15% 47
2024
Q1 		$285K Sell
3,972
-1
-0% -$72 0.14% 49
2023
Q4 		$297K Buy
3,973
+200
+5% +$14.3K 0.16% 41
2023
Q3 		$257K Buy
+3,773
New +$272K 0.15% 51

Other funds holding SRE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Lakeshore Financial Planning's SRE Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Sempra (SRE) stake by 0.11% in Q2 2026, buying an estimated $372 and bringing the position to 3,793 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #59.

Lakeshore Financial Planning first reported a position in SRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $368K in Q1 2026. 506 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Lakeshore Financial Planning held 3,793 shares of Sempra worth $352K as of Q2 2026.
  • Lakeshore Financial Planning bought 4 Sempra shares in Q2 2026, an estimated $372.
  • Sempra made up 0.11% of Lakeshore Financial Planning's portfolio in Q2 2026, its #59 holding.
  • Lakeshore Financial Planning first reported a position in Sempra in Q3 2023 and has held it in 12 quarters since.
  • Lakeshore Financial Planning's Sempra position peaked at $368K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.