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Wealth Preservation Advisors’s Sempra SRE Stock Holding History

Wealth Preservation 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 		– Sell
-51
Closed -$4.5K – 1175
2025
Q4 		$4.5K Hold
51
– – ﹤0.01% 394
2025
Q3 		$4.59K Sell
51
-1
-2% -$81 ﹤0.01% 382
2025
Q2 		$3.94K Hold
52
– – ﹤0.01% 390
2025
Q1 		$3.71K Buy
+52
New +$4.05K ﹤0.01% 414

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

Wealth Preservation Advisors's SRE Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Sempra (SRE) in Q1 2026, closing a stake of 51 shares — an estimated $4.5K sold.

Wealth Preservation Advisors first reported a position in SRE in Q1 2025 and held it in 4 quarters. The position peaked at $4.59K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 51 Sempra shares in Q1 2026, an estimated $4.5K.
  • Wealth Preservation Advisors first reported a position in Sempra in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Sempra position peaked at $4.59K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.