Premier Path Wealth Partners’s Sempra SRE Stock Holding History

Premier Path 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 Q1	$361K	Buy	3,712 +726	+24%	+$66.4K	0.05%	321
2025 Q4	$264K	Buy	2,986 +495	+20%	+$45.1K	0.03%	348
2025 Q3	$224K	Buy	+2,491	New	+$202K	0.03%	374
2025 Q2	–	Sell	-2,934	Closed	-$209K	–	397
2025 Q1	$209K	Sell	2,934 -1,591	-35%	-$124K	0.03%	358
2024 Q4	$397K	Buy	4,525 +101	+2%	+$8.84K	0.06%	261
2024 Q3	$370K	Buy	4,424 +73	+2%	+$5.84K	0.06%	271
2024 Q2	$331K	Buy	4,351 +16	+0.4%	+$1.18K	0.06%	282
2024 Q1	$311K	Buy	4,335 +142	+3%	+$10.2K	0.06%	269
2023 Q4	$313K	Buy	+4,193	New	+$300K	0.07%	249

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Premier Path Wealth Partners's SRE Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Sempra (SRE) stake by 24% in Q1 2026, buying an estimated $66.4K and bringing the position to 3,712 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #321.

Premier Path Wealth Partners first reported a position in SRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $397K in Q4 2024. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Premier Path Wealth Partners held 3,712 shares of Sempra worth $361K as of Q1 2026.
Premier Path Wealth Partners bought 726 Sempra shares in Q1 2026, an estimated $66.4K.
Sempra made up 0.05% of Premier Path Wealth Partners's portfolio in Q1 2026, its #321 holding.
Premier Path Wealth Partners first reported a position in Sempra in Q4 2023 and has held it in 9 quarters since.
Premier Path Wealth Partners's Sempra position peaked at $397K in Q4 2024.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.