CFM
SRE icon

Cornerstone Financial Management’s Sempra SRE Stock Holding History

Cornerstone Financial Management’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 		$15.3K Buy
165
+66
+67% +$6.14K 0.01% 342
2026
Q1 		$9.62K Buy
99
+4
+4% +$366 0.01% 324
2025
Q4 		$8.39K Buy
+95
New +$8.65K 0.01% 321

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cornerstone Financial Management's SRE Position: Q2 2026 in Review

Cornerstone Financial Management increased its Sempra (SRE) stake by 67% in Q2 2026, buying an estimated $6.14K and bringing the position to 165 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #342.

Cornerstone Financial Management first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Cornerstone Financial Management held 165 shares of Sempra worth $15.3K as of Q2 2026.
  • Cornerstone Financial Management bought 66 Sempra shares in Q2 2026, an estimated $6.14K.
  • Sempra made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #342 holding.
  • Cornerstone Financial Management first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.