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DHJJ Financial Advisors’s Sempra SRE Stock Holding History

DHJJ Financial Advisors’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 		$14.6K Hold
150
– – ﹤0.01% 569
2025
Q4 		$13.2K Hold
150
– – ﹤0.01% 550
2025
Q3 		$13.5K Hold
150
– – ﹤0.01% 528
2025
Q2 		$11.4K Hold
150
– – ﹤0.01% 532
2025
Q1 		$10.7K Hold
150
– – ﹤0.01% 500
2024
Q4 		$13.2K Hold
150
– – 0.01% 465
2024
Q3 		$12.5K Hold
150
– – 0.01% 470
2024
Q2 		$11.4K Hold
150
– – ﹤0.01% 444
2024
Q1 		$10.8K Hold
150
– – ﹤0.01% 440
2023
Q4 		$11.2K Hold
150
– – 0.01% 429
2023
Q3 		$10.2K Buy
+150
New +$10.8K 0.01% 431

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

DHJJ Financial Advisors's SRE Position: Q1 2026 in Review

DHJJ Financial Advisors held its Sempra (SRE) position steady in Q1 2026 at 150 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

DHJJ Financial Advisors first reported a position in SRE in Q3 2023 and has held it in 11 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • DHJJ Financial Advisors held 150 shares of Sempra worth $14.6K as of Q1 2026.
  • DHJJ Financial Advisors left its Sempra share count unchanged in Q1 2026.
  • Sempra made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #569 holding.
  • DHJJ Financial Advisors first reported a position in Sempra in Q3 2023 and has held it in 11 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.