Mosley Wealth Management’s Sempra SRE Stock Holding History

Mosley 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 Q3	$367K	Sell	4,484 -8	-0.2%	-$692	0.11%	126
2026 Q2	$416K	Sell	4,492 -5,667	-56%	-$527K	0.13%	106
2026 Q1	$914K	Buy	10,159 +80	+0.8%	+$7.32K	0.41%	54
2025 Q4	$941K	Buy	+10,079	New	+$918K	0.43%	54
2024 Q4	$619K	Buy	7,551 +556	+8%	+$48.7K	0.38%	59
2024 Q3	$594K	Buy	6,995 +744	+12%	+$59.5K	0.41%	57
2024 Q2	$475K	Buy	6,251 +629	+11%	+$46.5K	0.4%	56
2024 Q1	$404K	Sell	5,622 -37	-0.7%	-$2.65K	0.38%	66
2023 Q4	$423K	Buy	+5,659	New	+$405K	0.42%	55

Other funds holding SRE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $159B AUM 35.54% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Mosley Wealth Management's SRE Position: Q3 2026 in Review

Mosley Wealth Management reduced its Sempra (SRE) stake by 0.18% in Q3 2026, selling an estimated $692 and leaving 4,484 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #126.

Mosley Wealth Management first reported a position in SRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $941K in Q4 2025. 836 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

Mosley Wealth Management held 4,484 shares of Sempra worth $367K as of Q3 2026.
Mosley Wealth Management sold 8 Sempra shares in Q3 2026, an estimated $692.
Sempra made up 0.11% of Mosley Wealth Management's portfolio in Q3 2026, its #126 holding.
Mosley Wealth Management first reported a position in Sempra in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's Sempra position peaked at $941K in Q4 2025.
836 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.