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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
Q2 		$360K Buy
3,883
+171
+5% +$15.9K 0.04% 327
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
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

Premier Path Wealth Partners's SRE Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Sempra (SRE) stake by 4.6% in Q2 2026, buying an estimated $15.9K and bringing the position to 3,883 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #327.

Premier Path Wealth Partners first reported a position in SRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $397K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Premier Path Wealth Partners held 3,883 shares of Sempra worth $360K as of Q2 2026.
  • Premier Path Wealth Partners bought 171 Sempra shares in Q2 2026, an estimated $15.9K.
  • Sempra made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #327 holding.
  • Premier Path Wealth Partners first reported a position in Sempra in Q4 2023 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's Sempra position peaked at $397K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.