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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Mosley Wealth Management reduced its Sempra (SRE) stake by 56% in Q2 2026, selling an estimated $527K and leaving 4,492 shares worth $416K. The position accounts for 0.13% of the portfolio, ranked #106.

Mosley Wealth Management first reported a position in SRE in Q4 2023 and has held it in 8 quarters since. The position peaked at $941K in Q4 2025. 694 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Mosley Wealth Management held 4,492 shares of Sempra worth $416K as of Q2 2026.
Mosley Wealth Management sold 5,667 Sempra shares in Q2 2026, an estimated $527K.
Sempra made up 0.13% of Mosley Wealth Management's portfolio in Q2 2026, its #106 holding.
Mosley Wealth Management first reported a position in Sempra in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Sempra position peaked at $941K in Q4 2025.
694 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.