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Private Wealth Management Group’s Sempra SRE Stock Holding History

Private 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
Q1 		$95.3K Hold
981
– – 0.03% 137
2025
Q4 		$86.6K Hold
981
– – 0.02% 138
2025
Q3 		$88.3K Hold
981
– – 0.02% 134
2025
Q2 		$74.3K Buy
981
+63
+7% +$4.68K 0.02% 136
2025
Q1 		$65.5K Sell
918
-33
-3% -$2.57K 0.02% 144
2024
Q4 		$83.4K Buy
951
+30
+3% +$2.63K 0.03% 125
2024
Q3 		$77K Buy
921
+3
+0.3% +$240 0.03% 127
2024
Q2 		$69.8K Hold
918
– – 0.03% 129
2024
Q1 		$65.9K Hold
918
– – 0.03% 132
2023
Q4 		$68.6K Buy
+918
New +$65.7K 0.03% 127

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's SRE Position: Q1 2026 in Review

Private Wealth Management Group held its Sempra (SRE) position steady in Q1 2026 at 981 shares worth $95.3K. The position accounts for 0.03% of the portfolio, ranked #137.

Private Wealth Management Group first reported a position in SRE in Q4 2023 and has held it in 10 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Private Wealth Management Group held 981 shares of Sempra worth $95.3K as of Q1 2026.
  • Private Wealth Management Group left its Sempra share count unchanged in Q1 2026.
  • Sempra made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #137 holding.
  • Private Wealth Management Group first reported a position in Sempra in Q4 2023 and has held it in 10 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.