West Wealth Group
SRE icon

West Wealth Group’s Sempra SRE Stock Holding History

West Wealth Group’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 		$840K Buy
10,771
+75
+0.7% +$6.49K 0.13% 53
2026
Q2 		$992K Sell
10,696
-166
-2% -$15.4K 0.16% 48
2026
Q1 		$1.06M Buy
10,862
+947
+10% +$86.7K 0.21% 37
2025
Q4 		$875K Sell
9,915
-292
-3% -$26.6K 0.18% 42
2025
Q3 		$942K Buy
10,207
+112
+1% +$9.07K 0.21% 36
2025
Q2 		$819K Buy
10,095
+167
+2% +$12.4K 0.2% 39
2025
Q1 		$710K Sell
9,928
-476
-5% -$37.1K 0.21% 38
2024
Q4 		$913K Sell
10,404
-820
-7% -$71.8K 0.27% 32
2024
Q3 		$939K Buy
11,224
+90
+0.8% +$7.2K 0.3% 31
2024
Q2 		$847K Buy
11,134
+100
+0.9% +$7.39K 0.3% 33
2024
Q1 		$793K Buy
11,034
+87
+0.8% +$6.24K 0.29% 37
2023
Q4 		$818K Buy
10,947
+92
+0.8% +$6.58K 0.32% 31
2023
Q3 		$738K Buy
10,855
+87
+0.8% +$6.28K 0.32% 32
2023
Q2 		$784K Buy
10,768
+82
+0.8% +$6.16K 0.33% 28
2023
Q1 		$808K Buy
10,686
+76
+0.7% +$5.83K 0.37% 20
2022
Q4 		$820K Buy
10,610
+84
+0.8% +$6.5K 0.41% 24
2022
Q3 		$789K Buy
10,526
+80
+0.8% +$6.47K 0.4% 29
2022
Q2 		$785K Buy
10,446
+68
+0.7% +$5.46K 0.36% 29
2022
Q1 		$872K Buy
10,378
+84
+0.8% +$6.04K 0.35% 26
2021
Q4 		$680K Buy
+10,294
New +$652K 0.26% 27

Other funds holding SRE

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

West Wealth Group's SRE Position: Q3 2026 in Review

West Wealth Group increased its Sempra (SRE) stake by 0.7% in Q3 2026, buying an estimated $6.49K and bringing the position to 10,771 shares worth $840K. The position accounts for 0.13% of the portfolio, ranked #53.

West Wealth Group first reported a position in SRE in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q1 2026. 442 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • West Wealth Group held 10,771 shares of Sempra worth $840K as of Q3 2026.
  • West Wealth Group bought 75 Sempra shares in Q3 2026, an estimated $6.49K.
  • Sempra made up 0.13% of West Wealth Group's portfolio in Q3 2026, its #53 holding.
  • West Wealth Group first reported a position in Sempra in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's Sempra position peaked at $1.06M in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.