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Retirement Planning Group (Kansas)’s Sempra SRE Stock Holding History

Retirement Planning Group (Kansas)’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 		$445K Buy
4,799
+353
+8% +$32.8K 0.01% 353
2026
Q1 		$432K Buy
4,446
+1,974
+80% +$181K 0.01% 331
2025
Q4 		$218K Buy
2,472
+197
+9% +$17.9K 0.01% 397
2025
Q3 		$205K Buy
+2,275
New +$184K 0.01% 397

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

Retirement Planning Group (Kansas)'s SRE Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Sempra (SRE) stake by 7.9% in Q2 2026, buying an estimated $32.8K and bringing the position to 4,799 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #353.

Retirement Planning Group (Kansas) first reported a position in SRE in Q3 2025 and has held it in 4 quarters since. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Retirement Planning Group (Kansas) held 4,799 shares of Sempra worth $445K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 353 Sempra shares in Q2 2026, an estimated $32.8K.
  • Sempra made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #353 holding.
  • Retirement Planning Group (Kansas) first reported a position in Sempra in Q3 2025 and has held it in 4 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.