Meridian Wealth Management’s Sempra SRE Stock Holding History

Meridian 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 Q1	$642K	Sell	6,607 -637	-9%	-$58.3K	0.02%	450
2025 Q4	$640K	Buy	7,244 +1,450	+25%	+$132K	0.02%	445
2025 Q3	$521K	Sell	5,794 -92	-2%	-$7.45K	0.02%	464
2025 Q2	$446K	Sell	5,886 -12	-0.2%	-$891	0.02%	473
2025 Q1	$421K	Buy	5,898 +562	+11%	+$43.8K	0.02%	445
2024 Q4	$468K	Buy	+5,336	New	+$467K	0.02%	424

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Wealth Management's SRE Position: Q1 2026 in Review

Meridian Wealth Management reduced its Sempra (SRE) stake by 8.8% in Q1 2026, selling an estimated $58.3K and leaving 6,607 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #450.

Meridian Wealth Management first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Meridian Wealth Management held 6,607 shares of Sempra worth $642K as of Q1 2026.
Meridian Wealth Management sold 637 Sempra shares in Q1 2026, an estimated $58.3K.
Sempra made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #450 holding.
Meridian Wealth Management first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.