Planning Strategies Inc.’s Sempra SRE Stock Holding History

Planning Strategies Inc.’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	$8.07K	Buy	+87	New	+$8.09K	0.01%	358

Other funds holding SRE

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Planning Strategies Inc.'s SRE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Sempra (SRE) in Q2 2026: 87 shares worth $8.07K. The stake represents 0.01% of the portfolio and ranks #358 among its holdings.

446 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Planning Strategies Inc. held 87 shares of Sempra worth $8.07K as of Q2 2026.
Sempra was a new Planning Strategies Inc. position in Q2 2026.
Sempra made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #358 holding.
446 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.