Sagespring Wealth Partners’s Sempra SRE Stock Holding History

Sagespring Wealth 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 Q2	$650K	Sell	7,008 -191	-3%	-$17.8K	0.01%	460
2026 Q1	$700K	Buy	7,199 +198	+3%	+$18.1K	0.01%	414
2025 Q4	$618K	Buy	7,001 +229	+3%	+$20.9K	0.01%	420
2025 Q3	$609K	Buy	6,772 +644	+11%	+$52.2K	0.01%	417
2025 Q2	$464K	Buy	6,128 +2,006	+49%	+$149K	0.01%	456
2025 Q1	$294K	Sell	4,122 -1,899	-32%	-$148K	0.01%	525
2024 Q4	$528K	Buy	+6,021	New	+$527K	0.01%	336

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Sagespring Wealth Partners's SRE Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Sempra (SRE) stake by 2.7% in Q2 2026, selling an estimated $17.8K and leaving 7,008 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #460.

Sagespring Wealth Partners first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $700K in Q1 2026. 775 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Sagespring Wealth Partners held 7,008 shares of Sempra worth $650K as of Q2 2026.
Sagespring Wealth Partners sold 191 Sempra shares in Q2 2026, an estimated $17.8K.
Sempra made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #460 holding.
Sagespring Wealth Partners first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Sempra position peaked at $700K in Q1 2026.
775 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.