Signature Wealth Management Partners’s Sempra SRE Stock Holding History

Signature Wealth Management 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	$373K	Hold	4,020	–	–	0.17%	84
2026 Q1	$391K	Hold	4,020	–	–	0.2%	81
2025 Q4	$355K	Hold	4,020	–	–	0.18%	83
2025 Q3	$362K	Hold	4,020	–	–	0.19%	81
2025 Q2	$305K	Hold	4,020	–	–	0.17%	79
2025 Q1	$287K	Hold	4,020	–	–	0.19%	84
2024 Q4	$353K	Hold	4,020	–	–	0.24%	71
2024 Q3	$336K	Hold	4,020	–	–	0.24%	73
2024 Q2	$306K	Hold	4,020	–	–	0.23%	77
2024 Q1	$289K	Hold	4,020	–	–	0.24%	81
2023 Q4	$300K	Hold	4,020	–	–	0.26%	76
2023 Q3	$273K	Hold	4,020	–	–	0.27%	75
2023 Q2	$293K	Hold	4,020	–	–	0.27%	72
2023 Q1	$304K	Sell	4,020 -60	-1%	-$4.6K	0.28%	75
2022 Q4	$315K	Sell	4,080 -100	-2%	-$7.74K	0.31%	74
2022 Q3	$313K	Sell	4,180 -510	-11%	-$41.3K	0.34%	69
2022 Q2	$352K	Sell	4,690 -230	-5%	-$18.5K	0.36%	69
2022 Q1	$414K	Hold	4,920	–	–	0.35%	66
2021 Q4	$325K	Hold	4,920	–	–	0.28%	78
2021 Q3	$311K	Hold	4,920	–	–	0.28%	79
2021 Q2	$326K	Hold	4,920	–	–	0.3%	77
2021 Q1	$326K	Hold	4,920	–	–	0.31%	73
2020 Q4	$313K	Buy	+4,920	New	+$317K	0.31%	68

Other funds holding SRE

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Signature Wealth Management Partners's SRE Position: Q2 2026 in Review

Signature Wealth Management Partners held its Sempra (SRE) position steady in Q2 2026 at 4,020 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #84.

Signature Wealth Management Partners first reported a position in SRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $414K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Signature Wealth Management Partners held 4,020 shares of Sempra worth $373K as of Q2 2026.
Signature Wealth Management Partners left its Sempra share count unchanged in Q2 2026.
Sempra made up 0.17% of Signature Wealth Management Partners's portfolio in Q2 2026, its #84 holding.
Signature Wealth Management Partners first reported a position in Sempra in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's Sempra position peaked at $414K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.