Third View Private Wealth
SRE icon

Third View Private Wealth’s Sempra SRE Stock Holding History

Third View Private 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
Q3 		$3.41M Buy
43,737
+4,646
+12% +$402K 0.4% 65
2026
Q2 		$3.62M Sell
39,091
-2,856
-7% -$266K 0.45% 51
2026
Q1 		$4.08M Buy
41,947
+3,613
+9% +$331K 0.56% 40
2025
Q4 		$3.38M Buy
+38,334
New +$3.49M 0.46% 49

Other funds holding SRE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Third View Private Wealth's SRE Position: Q3 2026 in Review

Third View Private Wealth increased its Sempra (SRE) stake by 12% in Q3 2026, buying an estimated $402K and bringing the position to 43,737 shares worth $3.41M. The position accounts for 0.4% of the portfolio, ranked #65.

Third View Private Wealth first reported a position in SRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.08M in Q1 2026. 648 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Third View Private Wealth held 43,737 shares of Sempra worth $3.41M as of Q3 2026.
  • Third View Private Wealth bought 4,646 Sempra shares in Q3 2026, an estimated $402K.
  • Sempra made up 0.4% of Third View Private Wealth's portfolio in Q3 2026, its #65 holding.
  • Third View Private Wealth first reported a position in Sempra in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Sempra position peaked at $4.08M in Q1 2026.
  • 648 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.