SHP Wealth Management’s Sempra SRE Stock Holding History

SHP Wealth Management’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	$18.5K	Buy	190 +78	+70%	+$7.14K	﹤0.01%	747
2025 Q4	$9.91K	Buy	+112	New	+$10.2K	﹤0.01%	834

Other funds holding SRE

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's SRE Position: Q1 2026 in Review

SHP Wealth Management increased its Sempra (SRE) stake by 70% in Q1 2026, buying an estimated $7.14K and bringing the position to 190 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

SHP Wealth Management first reported a position in SRE in Q4 2025 and has held it in 2 quarters since. 1,270 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

SHP Wealth Management held 190 shares of Sempra worth $18.5K as of Q1 2026.
SHP Wealth Management bought 78 Sempra shares in Q1 2026, an estimated $7.14K.
Sempra made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #747 holding.
SHP Wealth Management first reported a position in Sempra in Q4 2025 and has held it in 2 quarters since.
1,270 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.