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Winnow Wealth’s Sempra SRE Stock Holding History

Winnow Wealth’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
Q1 		– Sell
-58
Closed -$5.16K – 490
2025
Q4 		$5.16K Buy
58
+20
+53% +$1.82K ﹤0.01% 269
2025
Q3 		$3.42K Buy
+38
New +$3.08K ﹤0.01% 296
2025
Q2 		– Sell
-10
Closed -$697 – 605
2025
Q1 		$697 Buy
10
+3
+43% +$234 ﹤0.01% 444
2024
Q4 		$563 Buy
+7
New +$613 ﹤0.01% 418

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winnow Wealth's SRE Position: Q1 2026 in Review

Winnow Wealth sold out of Sempra (SRE) in Q1 2026, closing a stake of 58 shares — an estimated $5.16K sold.

Winnow Wealth first reported a position in SRE in Q4 2024 and held it in 4 quarters. The position peaked at $5.16K in Q4 2025. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Winnow Wealth reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 58 Sempra shares in Q1 2026, an estimated $5.16K.
  • Winnow Wealth first reported a position in Sempra in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Sempra position peaked at $5.16K in Q4 2025.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.