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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Partners's SRE Position: Q1 2026 in Review

Strategic Wealth Partners increased its Sempra (SRE) stake by 7.1% in Q1 2026, buying an estimated $183 and bringing the position to 30 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Strategic Wealth Partners first reported a position in SRE in Q2 2025 and has held it in 4 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Strategic Wealth Partners held 30 shares of Sempra worth $2.95K as of Q1 2026.
  • Strategic Wealth Partners bought 2 Sempra shares in Q1 2026, an estimated $183.
  • Sempra made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1119 holding.
  • Strategic Wealth Partners first reported a position in Sempra in Q2 2025 and has held it in 4 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.