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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morey & Quinn Wealth Partners's SRE Position: Q1 2026 in Review

Morey & Quinn Wealth Partners held its Sempra (SRE) position steady in Q1 2026 at 2,650 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #114.

Morey & Quinn Wealth Partners first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Morey & Quinn Wealth Partners held 2,650 shares of Sempra worth $258K as of Q1 2026.
  • Morey & Quinn Wealth Partners left its Sempra share count unchanged in Q1 2026.
  • Sempra made up 0.18% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #114 holding.
  • Morey & Quinn Wealth Partners first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.