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 Q2	$174K	Buy	1,881 +900	+92%	+$83.7K	0.04%	123
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Private Wealth Management Group increased its Sempra (SRE) stake by 92% in Q2 2026, buying an estimated $83.7K and bringing the position to 1,881 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #123.

Private Wealth Management Group first reported a position in SRE in Q4 2023 and has held it in 11 quarters since. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Private Wealth Management Group held 1,881 shares of Sempra worth $174K as of Q2 2026.
Private Wealth Management Group bought 900 Sempra shares in Q2 2026, an estimated $83.7K.
Sempra made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #123 holding.
Private Wealth Management Group first reported a position in Sempra in Q4 2023 and has held it in 11 quarters since.
1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.