MBL Wealth
SRE icon

MBL Wealth’s Sempra SRE Stock Holding History

MBL Wealth’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 		$354K Buy
+4,538
New +$392K 0.02% 414

Other funds holding SRE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

MBL Wealth's SRE Position: Q3 2026 in Review

MBL Wealth opened a new position in Sempra (SRE) in Q3 2026: 4,538 shares worth $354K. The stake represents 0.02% of the portfolio and ranks #414 among its holdings.

952 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • MBL Wealth held 4,538 shares of Sempra worth $354K as of Q3 2026.
  • Sempra was a new MBL Wealth position in Q3 2026.
  • Sempra made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #414 holding.
  • 952 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.