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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
Q2 		$690K Buy
7,444
+837
+13% +$77.8K 0.02% 468
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Meridian Wealth Management increased its Sempra (SRE) stake by 13% in Q2 2026, buying an estimated $77.8K and bringing the position to 7,444 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #468.

Meridian Wealth Management first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Meridian Wealth Management held 7,444 shares of Sempra worth $690K as of Q2 2026.
  • Meridian Wealth Management bought 837 Sempra shares in Q2 2026, an estimated $77.8K.
  • Sempra made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #468 holding.
  • Meridian Wealth Management first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.