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Prosperity Consulting Group’s Sempra SRE Stock Holding History

Prosperity Consulting 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 		$216K Sell
2,223
-72
-3% -$6.59K 0.01% 492
2025
Q4 		$203K Sell
2,295
-5,734
-71% -$522K 0.01% 496
2025
Q3 		$722K Sell
8,029
-1,176
-13% -$95.2K 0.04% 291
2025
Q2 		$697K Sell
9,205
-175
-2% -$13K 0.05% 270
2025
Q1 		$669K Sell
9,380
-960
-9% -$74.8K 0.05% 267
2024
Q4 		$907K Buy
10,340
+36
+0.3% +$3.15K 0.07% 240
2024
Q3 		$862K Buy
+10,304
New +$824K 0.07% 248

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

Prosperity Consulting Group's SRE Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Sempra (SRE) stake by 3.1% in Q1 2026, selling an estimated $6.59K and leaving 2,223 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #492.

Prosperity Consulting Group first reported a position in SRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $907K in Q4 2024. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Prosperity Consulting Group held 2,223 shares of Sempra worth $216K as of Q1 2026.
  • Prosperity Consulting Group sold 72 Sempra shares in Q1 2026, an estimated $6.59K.
  • Sempra made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #492 holding.
  • Prosperity Consulting Group first reported a position in Sempra in Q3 2024 and has held it in 7 quarters since.
  • Prosperity Consulting Group's Sempra position peaked at $907K in Q4 2024.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.