PUREfi Wealth
SRE icon

PUREfi Wealth’s Sempra SRE Stock Holding History

PUREfi Wealth’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
Q3 		$336K Sell
4,314
-177
-4% -$15.3K 0.16% 164
2026
Q2 		$416K Sell
4,491
-3
-0.1% -$279 0.23% 122
2026
Q1 		$437K Sell
4,494
-2
-0% -$183 0.29% 91
2025
Q4 		$397K Buy
4,496
+90
+2% +$8.2K 0.3% 91
2025
Q3 		$396K Buy
4,406
+612
+16% +$49.6K 0.31% 90
2025
Q2 		$287K Buy
3,794
+482
+15% +$35.8K 0.23% 116
2025
Q1 		$236K Buy
+3,312
New +$258K 0.24% 116

Other funds holding SRE

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PUREfi Wealth's SRE Position: Q3 2026 in Review

PUREfi Wealth reduced its Sempra (SRE) stake by 3.9% in Q3 2026, selling an estimated $15.3K and leaving 4,314 shares worth $336K. The position accounts for 0.16% of the portfolio, ranked #164.

PUREfi Wealth first reported a position in SRE in Q1 2025 and has held it in 7 quarters since. The position peaked at $437K in Q1 2026. 294 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • PUREfi Wealth held 4,314 shares of Sempra worth $336K as of Q3 2026.
  • PUREfi Wealth sold 177 Sempra shares in Q3 2026, an estimated $15.3K.
  • Sempra made up 0.16% of PUREfi Wealth's portfolio in Q3 2026, its #164 holding.
  • PUREfi Wealth first reported a position in Sempra in Q1 2025 and has held it in 7 quarters since.
  • PUREfi Wealth's Sempra position peaked at $437K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.