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WealthSpring Partners’s Sempra SRE Stock Holding History

WealthSpring Partners’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 		$364K Buy
3,921
+1
+0% +$93 0.31% 48
2026
Q1 		$381K Buy
3,920
+1
+0% +$92 0.35% 47
2025
Q4 		$346K Buy
+3,919
New +$357K 0.35% 40
2023
Q3 		$838K Buy
12,322
+2
+0% +$144 0.63% 25
2023
Q2 		$897K Buy
+12,320
New +$925K 0.65% 24

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

WealthSpring Partners's SRE Position: Q2 2026 in Review

WealthSpring Partners increased its Sempra (SRE) stake by 0.03% in Q2 2026, buying an estimated $93 and bringing the position to 3,921 shares worth $364K. The position accounts for 0.31% of the portfolio, ranked #48.

WealthSpring Partners first reported a position in SRE in Q2 2023 and has held it in 5 quarters since. The position peaked at $897K in Q2 2023. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • WealthSpring Partners held 3,921 shares of Sempra worth $364K as of Q2 2026.
  • WealthSpring Partners bought 1 Sempra share in Q2 2026, an estimated $93.
  • Sempra made up 0.31% of WealthSpring Partners's portfolio in Q2 2026, its #48 holding.
  • WealthSpring Partners first reported a position in Sempra in Q2 2023 and has held it in 5 quarters since.
  • WealthSpring Partners's Sempra position peaked at $897K in Q2 2023.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.