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Triad Wealth Partners’s Sempra SRE Stock Holding History

Triad 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 		$262K Buy
2,700
+326
+14% +$29.8K 0.02% 420
2025
Q4 		$210K Buy
+2,374
New +$216K 0.02% 448
2025
Q1 		– Sell
-2,295
Closed -$201K – 222
2024
Q4 		$201K Buy
+2,295
New +$201K 0.07% 172
2024
Q3 		– Sell
-1,688
Closed -$128K – 792
2024
Q2 		$128K Buy
+1,688
New +$125K 0.07% 130

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

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

Triad Wealth Partners increased its Sempra (SRE) stake by 14% in Q1 2026, buying an estimated $29.8K and bringing the position to 2,700 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #420.

Triad Wealth Partners first reported a position in SRE in Q2 2024 and has held it in 4 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Triad Wealth Partners held 2,700 shares of Sempra worth $262K as of Q1 2026.
  • Triad Wealth Partners bought 326 Sempra shares in Q1 2026, an estimated $29.8K.
  • Sempra made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #420 holding.
  • Triad Wealth Partners first reported a position in Sempra in Q2 2024 and has held it in 4 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.