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Morey & Quinn Wealth Partners’s Sempra SRE Stock Holding History

Morey & Quinn Wealth Partners’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 		$246K Hold
2,650
– – 0.16% 121
2026
Q1 		$258K Hold
2,650
– – 0.18% 114
2025
Q4 		$234K Hold
2,650
– – 0.17% 120
2025
Q3 		$238K Hold
2,650
– – 0.18% 120
2025
Q2 		$201K Sell
2,650
-200
-7% -$14.8K 0.16% 125
2025
Q1 		$203K Buy
2,850
+200
+8% +$15.6K 0.17% 121
2024
Q4 		$232K Buy
+2,650
New +$232K 0.2% 107

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 $3.38T AUM 44.17% 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

Morey & Quinn Wealth Partners's SRE Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its Sempra (SRE) position steady in Q2 2026 at 2,650 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #121.

Morey & Quinn Wealth Partners first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Morey & Quinn Wealth Partners held 2,650 shares of Sempra worth $246K as of Q2 2026.
  • Morey & Quinn Wealth Partners left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.16% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Morey & Quinn Wealth Partners first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's Sempra position peaked at $258K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.