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Wedmont Private Capital’s Sempra SRE Stock Holding History

Wedmont Private Capital’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
Q3 		$381K Buy
4,759
+91
+2% +$7.87K 0.01% 682
2026
Q2 		$440K Buy
4,668
+457
+11% +$42.5K 0.01% 594
2026
Q1 		$416K Buy
4,211
+520
+14% +$47.6K 0.01% 560
2025
Q4 		$319K Sell
3,691
-2,559
-41% -$233K 0.01% 626
2025
Q3 		$588K Buy
6,250
+550
+10% +$44.5K 0.02% 411
2025
Q2 		$425K Buy
5,700
+398
+8% +$29.6K 0.02% 478
2025
Q1 		$362K Sell
5,302
-800
-13% -$62.3K 0.02% 466
2024
Q4 		$480K Buy
6,102
+386
+7% +$33.8K 0.03% 385
2024
Q3 		$466K Buy
5,716
+318
+6% +$25.4K 0.03% 374
2024
Q2 		$416K Buy
5,398
+655
+14% +$48.4K 0.03% 395
2024
Q1 		$340K Sell
4,743
-960
-17% -$68.8K 0.02% 423
2023
Q4 		$439K Buy
5,703
+957
+20% +$68.5K 0.04% 336
2023
Q3 		$325K Sell
4,746
-254
-5% -$18.3K 0.03% 350
2023
Q2 		$371K Buy
5,000
+326
+7% +$24.5K 0.04% 326
2023
Q1 		$363K Sell
4,674
-184
-4% -$14.1K 0.05% 288
2022
Q4 		$375K Sell
4,858
-20
-0.4% -$1.55K 0.06% 279
2022
Q3 		$366K Buy
4,878
+1,740
+55% +$141K 0.07% 211
2022
Q2 		$236K Buy
3,138
+350
+13% +$28.1K 0.05% 287
2022
Q1 		$232K Buy
+2,788
New +$200K 0.05% 286

Other funds holding SRE

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Wedmont Private Capital's SRE Position: Q3 2026 in Review

Wedmont Private Capital increased its Sempra (SRE) stake by 1.9% in Q3 2026, buying an estimated $7.87K and bringing the position to 4,759 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #682.

Wedmont Private Capital first reported a position in SRE in Q1 2022 and has held it in 19 quarters since. The position peaked at $588K in Q3 2025. 47 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Wedmont Private Capital held 4,759 shares of Sempra worth $381K as of Q3 2026.
  • Wedmont Private Capital bought 91 Sempra shares in Q3 2026, an estimated $7.87K.
  • Sempra made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #682 holding.
  • Wedmont Private Capital first reported a position in Sempra in Q1 2022 and has held it in 19 quarters since.
  • Wedmont Private Capital's Sempra position peaked at $588K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.