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Prestige Wealth Management Group’s Sempra SRE Stock Holding History

Prestige Wealth Management Group’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 		$86.5K Hold
926
– – 0.02% 220
2026
Q1 		$90.6K Sell
926
-106
-10% -$9.7K 0.02% 208
2025
Q4 		$91.8K Hold
1,032
– – 0.02% 206
2025
Q3 		$92.9K Hold
1,032
– – 0.02% 221
2025
Q2 		$78.9K Hold
1,032
– – 0.02% 223
2025
Q1 		$74.3K Hold
1,032
– – 0.02% 220
2024
Q4 		$91.2K Hold
1,032
– – 0.02% 207
2024
Q3 		$86.9K Hold
1,032
– – 0.02% 204
2024
Q2 		$79.1K Sell
1,032
-1,809
-64% -$134K 0.02% 191
2024
Q1 		$206K Buy
2,841
+312
+12% +$22.4K 0.04% 151
2023
Q4 		$190K Buy
2,529
+228
+10% +$16.3K 0.04% 140
2023
Q3 		$158K Buy
2,301
+137
+6% +$9.88K 0.04% 149
2023
Q2 		$158K Buy
2,164
+1,258
+139% +$94.5K 0.04% 163
2023
Q1 		$69K Hold
906
– – 0.02% 214
2022
Q4 		$70.1K Buy
906
+800
+755% +$61.9K 0.02% 226
2022
Q3 		$8K Hold
106
– – ﹤0.01% 465
2022
Q2 		$8K Hold
106
– – ﹤0.01% 481
2022
Q1 		$9K Buy
106
+8
+8% +$575 ﹤0.01% 493
2021
Q4 		$6K Buy
98
+52
+113% +$3.29K ﹤0.01% 603
2021
Q3 		$3K Hold
46
– – ﹤0.01% 756
2021
Q2 		$3K Hold
46
– – ﹤0.01% 751
2021
Q1 		$3K Sell
46
-6
-12% -$373 ﹤0.01% 741
2020
Q4 		$3K Buy
52
+6
+13% +$386 ﹤0.01% 710
2020
Q3 		$3K Sell
46
-8
-15% -$492 ﹤0.01% 642
2020
Q2 		$3K Sell
54
-74
-58% -$4.55K ﹤0.01% 634
2020
Q1 		$7K Buy
128
+88
+220% +$6.24K ﹤0.01% 443
2019
Q4 		$3K Buy
40
+20
+100% +$1.47K ﹤0.01% 471
2019
Q3 		$1K Buy
+20
New +$1.4K ﹤0.01% 560
2019
Q1 		– Sell
-32
Closed -$2K – 1041
2018
Q4 		$2K Buy
+32
New +$1.82K ﹤0.01% 872

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

Prestige Wealth Management Group's SRE Position: Q2 2026 in Review

Prestige Wealth Management Group held its Sempra (SRE) position steady in Q2 2026 at 926 shares worth $86.5K. The position accounts for 0.02% of the portfolio, ranked #220.

Prestige Wealth Management Group first reported a position in SRE in Q4 2018 and has held it in 29 quarters since. The position peaked at $206K in Q1 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Prestige Wealth Management Group held 926 shares of Sempra worth $86.5K as of Q2 2026.
  • Prestige Wealth Management Group left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #220 holding.
  • Prestige Wealth Management Group first reported a position in Sempra in Q4 2018 and has held it in 29 quarters since.
  • Prestige Wealth Management Group's Sempra position peaked at $206K in Q1 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.