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Walser Wealth Management’s Sempra SRE Stock Holding History

Walser Wealth Management’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 		$295K Buy
3,185
+387
+14% +$36K 0.12% 166
2026
Q1 		$272K Sell
2,798
-25
-0.9% -$2.29K 0.12% 140
2025
Q4 		$249K Buy
+2,823
New +$257K 0.13% 114

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

Walser Wealth Management's SRE Position: Q2 2026 in Review

Walser Wealth Management increased its Sempra (SRE) stake by 14% in Q2 2026, buying an estimated $36K and bringing the position to 3,185 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #166.

Walser Wealth Management first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. 1,279 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Walser Wealth Management held 3,185 shares of Sempra worth $295K as of Q2 2026.
  • Walser Wealth Management bought 387 Sempra shares in Q2 2026, an estimated $36K.
  • Sempra made up 0.12% of Walser Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Walser Wealth Management first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.