SWP
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Strategic Wealth Partners’s Sempra SRE Stock Holding History

Strategic Wealth 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 		$2.6K Sell
28
-2
-7% -$186 ﹤0.01% 1162
2026
Q1 		$2.95K Buy
30
+2
+7% +$183 ﹤0.01% 1119
2025
Q4 		$2.47K Hold
28
– – ﹤0.01% 1172
2025
Q3 		$2.52K Hold
28
– – ﹤0.01% 1146
2025
Q2 		$2.12K Buy
+28
New +$2.08K ﹤0.01% 1001

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

Strategic Wealth Partners's SRE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Sempra (SRE) stake by 6.7% in Q2 2026, selling an estimated $186 and leaving 28 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Strategic Wealth Partners first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.95K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Strategic Wealth Partners held 28 shares of Sempra worth $2.6K as of Q2 2026.
  • Strategic Wealth Partners sold 2 Sempra shares in Q2 2026, an estimated $186.
  • Sempra made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1162 holding.
  • Strategic Wealth Partners first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Sempra position peaked at $2.95K in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.