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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
Q2 		$220K Buy
2,377
+154
+7% +$14.3K 0.01% 583
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 $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 $3.38T AUM 44.17% 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

Prosperity Consulting Group's SRE Position: Q2 2026 in Review

Prosperity Consulting Group increased its Sempra (SRE) stake by 6.9% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,377 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #583.

Prosperity Consulting Group first reported a position in SRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $907K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Prosperity Consulting Group held 2,377 shares of Sempra worth $220K as of Q2 2026.
  • Prosperity Consulting Group bought 154 Sempra shares in Q2 2026, an estimated $14.3K.
  • Sempra made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #583 holding.
  • Prosperity Consulting Group first reported a position in Sempra in Q3 2024 and has held it in 8 quarters since.
  • Prosperity Consulting Group's Sempra position peaked at $907K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.