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NerdWallet Wealth Partners’s Sempra SRE Stock Holding History

NerdWallet 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 		$245K Sell
2,638
-1
-0% -$93 0.08% 58
2026
Q1 		$256K Sell
2,639
-92
-3% -$8.42K 0.11% 49
2025
Q4 		$241K Hold
2,731
– – 0.11% 54
2025
Q3 		$246K Buy
+2,731
New +$221K 0.12% 54

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

NerdWallet Wealth Partners's SRE Position: Q2 2026 in Review

NerdWallet Wealth Partners reduced its Sempra (SRE) stake by 0.04% in Q2 2026, selling an estimated $93 and leaving 2,638 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #58.

NerdWallet Wealth Partners first reported a position in SRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $256K in Q1 2026. 1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • NerdWallet Wealth Partners held 2,638 shares of Sempra worth $245K as of Q2 2026.
  • NerdWallet Wealth Partners sold 1 Sempra share in Q2 2026, an estimated $93.
  • Sempra made up 0.08% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • NerdWallet Wealth Partners first reported a position in Sempra in Q3 2025 and has held it in 4 quarters since.
  • NerdWallet Wealth Partners's Sempra position peaked at $256K in Q1 2026.
  • 1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.