Q1WB
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Quest 10 Wealth Builders’s Sempra SRE Stock Holding History

Quest 10 Wealth Builders’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 		$14K Sell
151
-61
-29% -$5.67K 0.01% 388
2026
Q1 		$20.6K Buy
212
+138
+186% +$12.6K 0.02% 342
2025
Q4 		$6.51K Hold
74
– – 0.01% 464
2025
Q3 		$6.64K Hold
74
– – 0.01% 442
2025
Q2 		$5.59K Buy
74
+20
+37% +$1.49K 0.01% 478
2025
Q1 		$3.84K Buy
54
+6
+13% +$467 ﹤0.01% 498
2024
Q4 		$4.21K Buy
+48
New +$4.2K ﹤0.01% 519

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 $3.37T AUM 44.26% 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

Quest 10 Wealth Builders's SRE Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Sempra (SRE) stake by 29% in Q2 2026, selling an estimated $5.67K and leaving 151 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #388.

Quest 10 Wealth Builders first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.6K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Quest 10 Wealth Builders held 151 shares of Sempra worth $14K as of Q2 2026.
  • Quest 10 Wealth Builders sold 61 Sempra shares in Q2 2026, an estimated $5.67K.
  • Sempra made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #388 holding.
  • Quest 10 Wealth Builders first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Sempra position peaked at $20.6K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.