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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
Q2 		$210K Buy
2,219
+10
+0.5% +$930 0.15% 211
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 $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

Phillips Wealth Planners's SRE Position: Q2 2026 in Review

Phillips Wealth Planners increased its Sempra (SRE) stake by 0.45% in Q2 2026, buying an estimated $930 and bringing the position to 2,219 shares worth $210K. The position accounts for 0.15% of the portfolio, ranked #211.

Phillips Wealth Planners first reported a position in SRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Phillips Wealth Planners held 2,219 shares of Sempra worth $210K as of Q2 2026.
  • Phillips Wealth Planners bought 10 Sempra shares in Q2 2026, an estimated $930.
  • Sempra made up 0.15% of Phillips Wealth Planners's portfolio in Q2 2026, its #211 holding.
  • Phillips Wealth Planners first reported a position in Sempra in Q3 2025 and has held it in 3 quarters since.
  • Phillips Wealth Planners's Sempra position peaked at $214K in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.