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Mission Wealth Management’s Sempra SRE Stock Holding History

Mission 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 		$7.33M Buy
79,111
+76,731
+3,224% +$7.14M 0.09% 135
2026
Q1 		$231K Buy
2,380
+16
+0.7% +$1.46K ﹤0.01% 670
2025
Q4 		$209K Sell
2,364
-422
-15% -$38.4K ﹤0.01% 692
2025
Q3 		$251K Buy
+2,786
New +$226K 0.01% 625
2025
Q1 		– Sell
-2,660
Closed -$233K – 708
2024
Q4 		$233K Sell
2,660
-289
-10% -$25.3K 0.01% 590
2024
Q3 		$247K Buy
2,949
+285
+11% +$22.8K 0.01% 581
2024
Q2 		$203K Buy
+2,664
New +$197K 0.01% 616

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

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

Mission Wealth Management increased its Sempra (SRE) stake by 3,224% in Q2 2026, buying an estimated $7.14M and bringing the position to 79,111 shares worth $7.33M. The position accounts for 0.09% of the portfolio, ranked #135.

Mission Wealth Management first reported a position in SRE in Q2 2024 and has held it in 7 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Mission Wealth Management held 79,111 shares of Sempra worth $7.33M as of Q2 2026.
  • Mission Wealth Management bought 76,731 Sempra shares in Q2 2026, an estimated $7.14M.
  • Sempra made up 0.09% of Mission Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Mission Wealth Management first reported a position in Sempra in Q2 2024 and has held it in 7 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.