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Wealth Enhancement Trust Services’s Sempra SRE Stock Holding History

Wealth Enhancement Trust Services’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 		$1.17M Buy
12,645
+479
+4% +$44.5K 0.13% 136
2026
Q1 		$1.18M Sell
12,166
-254
-2% -$23.2K 0.14% 130
2025
Q4 		$1.1M Buy
+12,420
New +$1.13M 0.14% 127

Other funds holding SRE

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's SRE Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Sempra (SRE) stake by 3.9% in Q2 2026, buying an estimated $44.5K and bringing the position to 12,645 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #136.

Wealth Enhancement Trust Services first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2026. 924 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Wealth Enhancement Trust Services held 12,645 shares of Sempra worth $1.17M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 479 Sempra shares in Q2 2026, an estimated $44.5K.
  • Sempra made up 0.13% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #136 holding.
  • Wealth Enhancement Trust Services first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Sempra position peaked at $1.18M in Q1 2026.
  • 924 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.