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 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Obermeyer Wealth Partners increased its Sempra (SRE) stake by 48% in Q2 2026, buying an estimated $145K and bringing the position to 4,820 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #184.

Obermeyer Wealth Partners first reported a position in SRE in Q1 2021 and has held it in 22 quarters since. The position peaked at $782K in Q2 2024. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Obermeyer Wealth Partners held 4,820 shares of Sempra worth $447K as of Q2 2026.
Obermeyer Wealth Partners bought 1,562 Sempra shares in Q2 2026, an estimated $145K.
Sempra made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #184 holding.
Obermeyer Wealth Partners first reported a position in Sempra in Q1 2021 and has held it in 22 quarters since.
Obermeyer Wealth Partners's Sempra position peaked at $782K in Q2 2024.
1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.