Physician Wealth Advisors’s Sempra SRE Stock Holding History

Physician Wealth Advisors’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	$14.4K	Buy	155 +24	+18%	+$2.23K	﹤0.01%	778
2026 Q1	$12.7K	Hold	131	–	–	﹤0.01%	735
2025 Q4	$11.6K	Sell	131 -67	-34%	-$6.1K	﹤0.01%	728
2025 Q3	$17.8K	Buy	198 +152	+330%	+$12.3K	﹤0.01%	601
2025 Q2	$3.49K	Buy	46 +18	+64%	+$1.34K	﹤0.01%	888
2025 Q1	$2K	Buy	+28	New	+$2.18K	﹤0.01%	868

Other funds holding SRE

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Physician Wealth Advisors's SRE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Sempra (SRE) stake by 18% in Q2 2026, buying an estimated $2.23K and bringing the position to 155 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Physician Wealth Advisors first reported a position in SRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.8K in Q3 2025. 254 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Physician Wealth Advisors held 155 shares of Sempra worth $14.4K as of Q2 2026.
Physician Wealth Advisors bought 24 Sempra shares in Q2 2026, an estimated $2.23K.
Sempra made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #778 holding.
Physician Wealth Advisors first reported a position in Sempra in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Sempra position peaked at $17.8K in Q3 2025.
254 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.