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Root Financial Partners’s Sempra SRE Stock Holding History

Root Financial Partners’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 		$111K Buy
1,141
+322
+39% +$29.5K 0.01% 529
2025
Q4 		$72.3K Sell
819
-315
-28% -$28.7K ﹤0.01% 584
2025
Q3 		$102K Buy
+1,134
New +$91.8K 0.01% 440

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

Root Financial Partners's SRE Position: Q1 2026 in Review

Root Financial Partners increased its Sempra (SRE) stake by 39% in Q1 2026, buying an estimated $29.5K and bringing the position to 1,141 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #529.

Root Financial Partners first reported a position in SRE in Q3 2025 and has held it in 3 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Root Financial Partners held 1,141 shares of Sempra worth $111K as of Q1 2026.
  • Root Financial Partners bought 322 Sempra shares in Q1 2026, an estimated $29.5K.
  • Sempra made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #529 holding.
  • Root Financial Partners first reported a position in Sempra in Q3 2025 and has held it in 3 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.