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 Q3	–	Sell	-3,883	Closed	-$360K	–	408
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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Premier Path Wealth Partners's SRE Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of Sempra (SRE) in Q3 2026, closing a stake of 3,883 shares — an estimated $360K sold.

Premier Path Wealth Partners first reported a position in SRE in Q4 2023 and held it in 10 quarters. The position peaked at $397K in Q4 2024. 294 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

Premier Path Wealth Partners reported no remaining Sempra position as of Q3 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 3,883 Sempra shares in Q3 2026, an estimated $360K.
Premier Path Wealth Partners first reported a position in Sempra in Q4 2023 and held it in 10 quarters.
Premier Path Wealth Partners's Sempra position peaked at $397K in Q4 2024.
294 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.