Meriwether Wealth & Planning’s Sempra SRE Stock Holding History

Meriwether Wealth & Planning’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	$4.29K	Buy	+55	New	+$4.76K	﹤0.01%	535

Other funds holding SRE

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Meriwether Wealth & Planning's SRE Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Sempra (SRE) in Q3 2026: 55 shares worth $4.29K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

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

Meriwether Wealth & Planning held 55 shares of Sempra worth $4.29K as of Q3 2026.
Sempra was a new Meriwether Wealth & Planning position in Q3 2026.
Sempra made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #535 holding.
365 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.