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Phillips Wealth Planners’s Sempra SRE Stock Holding History

Phillips Wealth Planners’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
Q1 		$205K Buy
+2,209
New +$202K 0.15% 207
2025
Q4 		– Sell
-2,314
Closed -$214K – 214
2025
Q3 		$214K Buy
+2,314
New +$187K 0.18% 187

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phillips Wealth Planners's SRE Position: Q1 2026 in Review

Phillips Wealth Planners opened a new position in Sempra (SRE) in Q1 2026: 2,209 shares worth $205K. The stake represents 0.15% of the portfolio and ranks #207 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in SRE as recently as Q3 2025.

Phillips Wealth Planners first reported a position in SRE in Q3 2025 and has held it in 2 quarters since. The position peaked at $214K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Phillips Wealth Planners held 2,209 shares of Sempra worth $205K as of Q1 2026.
  • Sempra was a new Phillips Wealth Planners position in Q1 2026.
  • Sempra made up 0.15% of Phillips Wealth Planners's portfolio in Q1 2026, its #207 holding.
  • Phillips Wealth Planners first reported a position in Sempra in Q3 2025 and has held it in 2 quarters since.
  • Phillips Wealth Planners's Sempra position peaked at $214K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.