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Twin Peaks Wealth Advisors’s Sempra SRE Stock Holding History

Twin Peaks Wealth Advisors’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 		$51.5K Buy
+530
New +$48.5K 0.01% 433
2025
Q3 		– Sell
-257
Closed -$21.1K – 1848
2025
Q2 		$21.1K Buy
+257
New +$19.1K 0.01% 585

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

Twin Peaks Wealth Advisors's SRE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Sempra (SRE) in Q1 2026: 530 shares worth $51.5K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SRE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SRE in Q2 2025 and has held it in 2 quarters since. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 530 shares of Sempra worth $51.5K as of Q1 2026.
  • Sempra was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Sempra made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #433 holding.
  • Twin Peaks Wealth Advisors first reported a position in Sempra in Q2 2025 and has held it in 2 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.