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United Financial Planning Group’s Sempra SRE Stock Holding History

United Financial Planning Group’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 		$3.34K Hold
36
– – ﹤0.01% 424
2026
Q1 		$3.5K Sell
36
-21
-37% -$1.92K ﹤0.01% 376
2025
Q4 		$5.03K Buy
+57
New +$5.19K ﹤0.01% 273

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

United Financial Planning Group's SRE Position: Q2 2026 in Review

United Financial Planning Group held its Sempra (SRE) position steady in Q2 2026 at 36 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

United Financial Planning Group first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.03K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • United Financial Planning Group held 36 shares of Sempra worth $3.34K as of Q2 2026.
  • United Financial Planning Group left its Sempra share count unchanged in Q2 2026.
  • Sempra made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #424 holding.
  • United Financial Planning Group first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Sempra position peaked at $5.03K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.