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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

SRE holding history

Sempra in every 13F filed by Jackson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2022
Holdings of SRE by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−13,794−100.0%Sold outHolders
Q1 202313,794$2.09M1.6%+462+3.5%AddedHolders
Q4 202213,332$2.06M0.8%−677−4.8%ReducedHolders
Q3 202214,009$2.10M0.4%+8,610+159.5%AddedHolders
Q2 20225,399$811.0K0.4%−8,387−60.8%ReducedHolders
Q1 202213,786$2.32M0.3%+13,786NewHolders