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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
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

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

West Wealth Group's SRE Position: Q2 2026 in Review

West Wealth Group reduced its Sempra (SRE) stake by 1.5% in Q2 2026, selling an estimated $15.4K and leaving 10,696 shares worth $992K. The position accounts for 0.16% of the portfolio, ranked #48.

West Wealth Group first reported a position in SRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • West Wealth Group held 10,696 shares of Sempra worth $992K as of Q2 2026.
  • West Wealth Group sold 166 Sempra shares in Q2 2026, an estimated $15.4K.
  • Sempra made up 0.16% of West Wealth Group's portfolio in Q2 2026, its #48 holding.
  • West Wealth Group first reported a position in Sempra in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's Sempra position peaked at $1.06M in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.