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Planning Strategies’s Sempra SRE Stock Holding History

Planning Strategies’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 		$8.07K Buy
+87
New +$8.09K 0.01% 358

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Planning Strategies's SRE Position: Q2 2026 in Review

Planning Strategies opened a new position in Sempra (SRE) in Q2 2026: 87 shares worth $8.07K. The stake represents 0.01% of the portfolio and ranks #358 among its holdings.

1,210 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Planning Strategies held 87 shares of Sempra worth $8.07K as of Q2 2026.
  • Sempra was a new Planning Strategies position in Q2 2026.
  • Sempra made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #358 holding.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.