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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
Q2 		$18.9K Buy
204
+14
+7% +$1.3K ﹤0.01% 801
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's SRE Position: Q2 2026 in Review

SHP Wealth Management increased its Sempra (SRE) stake by 7.4% in Q2 2026, buying an estimated $1.3K and bringing the position to 204 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

SHP Wealth Management first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • SHP Wealth Management held 204 shares of Sempra worth $18.9K as of Q2 2026.
  • SHP Wealth Management bought 14 Sempra shares in Q2 2026, an estimated $1.3K.
  • Sempra made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #801 holding.
  • SHP Wealth Management first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.