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TD Private Client Wealth’s Sempra SRE Stock Holding History

TD Private Client 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 		$175K Sell
1,883
-208
-10% -$19.3K ﹤0.01% 691
2026
Q1 		$203K Sell
2,091
-68
-3% -$6.22K ﹤0.01% 646
2025
Q4 		$191K Buy
2,159
+107
+5% +$9.74K ﹤0.01% 669
2025
Q3 		$185K Sell
2,052
-10,263
-83% -$831K ﹤0.01% 669
2025
Q2 		$933K Buy
12,315
+5,015
+69% +$372K 0.02% 380
2025
Q1 		$521K Sell
7,300
-9,672
-57% -$754K 0.01% 435
2024
Q4 		$1.49M Buy
16,972
+108
+0.6% +$9.45K 0.04% 280
2024
Q3 		$1.41M Buy
16,864
+3,226
+24% +$258K 0.04% 307
2024
Q2 		$1.04M Buy
13,638
+4,511
+49% +$333K 0.03% 341
2024
Q1 		$656K Sell
9,127
-37
-0.4% -$2.65K 0.02% 415
2023
Q4 		$685K Sell
9,164
-512
-5% -$36.6K 0.02% 389
2023
Q3 		$658K Buy
9,676
+3,046
+46% +$220K 0.03% 375
2023
Q2 		$483K Buy
6,630
+118
+2% +$8.86K 0.02% 444
2023
Q1 		$492K Sell
6,512
-9,580
-60% -$735K 0.02% 428
2022
Q4 		$1.24M Sell
16,092
-14
-0.1% -$1.08K 0.06% 288
2022
Q3 		$1.21M Sell
16,106
-2
-0% -$162 0.06% 275
2022
Q2 		$1.21M Sell
16,108
-644
-4% -$51.7K 0.06% 286
2022
Q1 		$1.41M Buy
16,752
+5,390
+47% +$387K 0.06% 284
2021
Q4 		$751K Sell
11,362
-80
-0.7% -$5.07K 0.03% 370
2021
Q3 		$724K Buy
11,442
+48
+0.4% +$3.17K 0.03% 361
2021
Q2 		$755K Sell
11,394
-382
-3% -$26.1K 0.03% 361
2021
Q1 		$781K Sell
11,776
-1,676
-12% -$104K 0.04% 337
2020
Q4 		$857K Sell
13,452
-594
-4% -$38.2K 0.04% 313
2020
Q3 		$831K Sell
14,046
-792
-5% -$48.8K 0.05% 309
2020
Q2 		$870K Buy
14,838
+100
+0.7% +$6.14K 0.05% 300
2020
Q1 		$833K Sell
14,738
-3,800
-20% -$270K 0.06% 251
2019
Q4 		$1.4M Buy
+18,538
New +$1.36M 0.08% 220

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

TD Private Client Wealth's SRE Position: Q2 2026 in Review

TD Private Client Wealth reduced its Sempra (SRE) stake by 9.9% in Q2 2026, selling an estimated $19.3K and leaving 1,883 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

TD Private Client Wealth first reported a position in SRE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.49M in Q4 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • TD Private Client Wealth held 1,883 shares of Sempra worth $175K as of Q2 2026.
  • TD Private Client Wealth sold 208 Sempra shares in Q2 2026, an estimated $19.3K.
  • Sempra made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #691 holding.
  • TD Private Client Wealth first reported a position in Sempra in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Sempra position peaked at $1.49M in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.