Obermeyer Wealth Partners
SRE icon

Obermeyer Wealth Partners’s Sempra SRE Stock Holding History

Obermeyer 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
Q3 		$376K Hold
4,820
– – 0.02% 216
2026
Q2 		$447K Buy
4,820
+1,562
+48% +$145K 0.02% 184
2026
Q1 		$317K Hold
3,258
– – 0.01% 237
2025
Q4 		$288K Hold
3,258
– – 0.01% 243
2025
Q3 		$293K Sell
3,258
-1,300
-29% -$105K 0.01% 236
2025
Q2 		$345K Sell
4,558
-300
-6% -$22.3K 0.02% 201
2025
Q1 		$347K Sell
4,858
-621
-11% -$48.4K 0.02% 185
2024
Q4 		$481K Sell
5,479
-142
-3% -$12.4K 0.03% 158
2024
Q3 		$470K Sell
5,621
-4,658
-45% -$373K 0.03% 157
2024
Q2 		$782K Buy
10,279
+286
+3% +$21.1K 0.04% 113
2024
Q1 		$718K Buy
9,993
+4,381
+78% +$314K 0.04% 114
2023
Q4 		$419K Hold
5,612
– – 0.03% 132
2023
Q3 		$382K Sell
5,612
-3,596
-39% -$259K 0.03% 130
2023
Q2 		$670K Hold
9,208
– – 0.05% 97
2023
Q1 		$696K Hold
9,208
– – 0.05% 94
2022
Q4 		$712K Buy
9,208
+704
+8% +$54.5K 0.05% 91
2022
Q3 		$638K Hold
8,504
– – 0.05% 90
2022
Q2 		$639K Hold
8,504
– – 0.05% 93
2022
Q1 		$715K Hold
8,504
– – 0.04% 101
2021
Q4 		$562K Hold
8,504
– – 0.03% 117
2021
Q3 		$538K Hold
8,504
– – 0.03% 116
2021
Q2 		$563K Sell
8,504
-776
-8% -$53.1K 0.03% 116
2021
Q1 		$615K Buy
+9,280
New +$577K 0.04% 107

Other funds holding SRE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Obermeyer Wealth Partners's SRE Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Sempra (SRE) position steady in Q3 2026 at 4,820 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #216.

Obermeyer Wealth Partners first reported a position in SRE in Q1 2021 and has held it in 23 quarters since. The position peaked at $782K in Q2 2024. 648 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Obermeyer Wealth Partners held 4,820 shares of Sempra worth $376K as of Q3 2026.
  • Obermeyer Wealth Partners left its Sempra share count unchanged in Q3 2026.
  • Sempra made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #216 holding.
  • Obermeyer Wealth Partners first reported a position in Sempra in Q1 2021 and has held it in 23 quarters since.
  • Obermeyer Wealth Partners's Sempra position peaked at $782K in Q2 2024.
  • 648 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.