Spectrum Wealth Advisory Group’s Sempra SRE Stock Holding History

Spectrum Wealth Advisory Group’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	$67K	Buy	+723	New	+$67.2K	0.02%	122

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

Spectrum Wealth Advisory Group's SRE Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Sempra (SRE) in Q2 2026: 723 shares worth $67K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings.

1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Spectrum Wealth Advisory Group held 723 shares of Sempra worth $67K as of Q2 2026.
Sempra was a new Spectrum Wealth Advisory Group position in Q2 2026.
Sempra made up 0.02% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #122 holding.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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