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Atomi Financial Group’s Sempra SRE Stock Holding History

Atomi Financial 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
Q1 		$798K Sell
8,218
-121
-1% -$11.1K 0.02% 516
2025
Q4 		$736K Buy
8,339
+364
+5% +$33.1K 0.02% 530
2025
Q3 		$718K Buy
7,975
+1,241
+18% +$100K 0.02% 496
2025
Q2 		$510K Sell
6,734
-818
-11% -$60.7K 0.02% 586
2025
Q1 		$539K Sell
7,552
-2,705
-26% -$211K 0.02% 504
2024
Q4 		$900K Buy
10,257
+705
+7% +$61.7K 0.05% 289
2024
Q3 		$799K Buy
9,552
+517
+6% +$41.4K 0.05% 296
2024
Q2 		$687K Buy
9,035
+2,277
+34% +$168K 0.05% 298
2024
Q1 		$485K Buy
6,758
+2,992
+79% +$214K 0.04% 350
2023
Q4 		$281K Buy
+3,766
New +$269K 0.04% 433

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

Atomi Financial Group's SRE Position: Q1 2026 in Review

Atomi Financial Group reduced its Sempra (SRE) stake by 1.5% in Q1 2026, selling an estimated $11.1K and leaving 8,218 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #516.

Atomi Financial Group first reported a position in SRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $900K in Q4 2024. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Atomi Financial Group held 8,218 shares of Sempra worth $798K as of Q1 2026.
  • Atomi Financial Group sold 121 Sempra shares in Q1 2026, an estimated $11.1K.
  • Sempra made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #516 holding.
  • Atomi Financial Group first reported a position in Sempra in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Sempra position peaked at $900K in Q4 2024.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.