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Lodestone Wealth Management’s Sempra SRE Stock Holding History

Lodestone 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 		$221K Hold
2,380
– – 0.08% 174
2026
Q1 		$231K Hold
2,380
– – 0.09% 161
2025
Q4 		$210K Hold
2,380
– – 0.09% 163
2025
Q3 		$214K Buy
+2,380
New +$193K 0.1% 168
2025
Q1 		– Sell
-2,384
Closed -$209K – 159
2024
Q4 		$209K Buy
+2,384
New +$209K 0.1% 148

Other funds holding SRE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Lodestone Wealth Management held its Sempra (SRE) position steady in Q2 2026 at 2,380 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #174.

Lodestone Wealth Management first reported a position in SRE in Q4 2024 and has held it in 5 quarters since. The position peaked at $231K in Q1 2026. 418 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Lodestone Wealth Management held 2,380 shares of Sempra worth $221K as of Q2 2026.
  • Lodestone Wealth Management left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.08% of Lodestone Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Lodestone Wealth Management first reported a position in Sempra in Q4 2024 and has held it in 5 quarters since.
  • Lodestone Wealth Management's Sempra position peaked at $231K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.