SW
SRE icon

Simplicity Wealth’s Sempra SRE Stock Holding History

Simplicity Wealth’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 		$248K Buy
2,678
+187
+8% +$17.4K 0.01% 910
2026
Q1 		$242K Buy
+2,491
New +$228K 0.01% 666
2024
Q3 		– Sell
-10,894
Closed -$829K – 1105
2024
Q2 		$829K Buy
10,894
+402
+4% +$29.7K 0.02% 585
2024
Q1 		$754K Buy
+10,492
New +$752K 0.02% 600

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 $3.37T AUM 44.26% 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

Simplicity Wealth's SRE Position: Q2 2026 in Review

Simplicity Wealth increased its Sempra (SRE) stake by 7.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 2,678 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #910.

Simplicity Wealth first reported a position in SRE in Q1 2024 and has held it in 4 quarters since. The position peaked at $829K in Q2 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Simplicity Wealth held 2,678 shares of Sempra worth $248K as of Q2 2026.
  • Simplicity Wealth bought 187 Sempra shares in Q2 2026, an estimated $17.4K.
  • Sempra made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #910 holding.
  • Simplicity Wealth first reported a position in Sempra in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Sempra position peaked at $829K in Q2 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.