Lodestone Wealth Management
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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
Q3 		$186K Hold
2,380
– – 0.06% 190
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Lodestone Wealth Management's SRE Position: Q3 2026 in Review

Lodestone Wealth Management held its Sempra (SRE) position steady in Q3 2026 at 2,380 shares worth $186K. The position accounts for 0.06% of the portfolio, ranked #190.

Lodestone Wealth Management first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $231K in Q1 2026. 648 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Lodestone Wealth Management held 2,380 shares of Sempra worth $186K as of Q3 2026.
  • Lodestone Wealth Management left its Sempra share count unchanged in Q3 2026.
  • Sempra made up 0.06% of Lodestone Wealth Management's portfolio in Q3 2026, its #190 holding.
  • Lodestone Wealth Management first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • Lodestone Wealth Management's Sempra position peaked at $231K in Q1 2026.
  • 648 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.