William Mack & Associates
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William Mack & Associates’s Sempra SRE Stock Holding History

William Mack & Associates’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 		$702 Buy
+9
New +$778 ﹤0.01% 785

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BlackRock
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

William Mack & Associates's SRE Position: Q3 2026 in Review

William Mack & Associates opened a new position in Sempra (SRE) in Q3 2026: 9 shares worth $702. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings.

1,037 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • William Mack & Associates held 9 shares of Sempra worth $702 as of Q3 2026.
  • Sempra was a new William Mack & Associates position in Q3 2026.
  • Sempra made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #785 holding.
  • 1,037 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.