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 Q2	$13.9K	Hold	150	–	–	﹤0.01%	582
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DHJJ Financial Advisors's SRE Position: Q2 2026 in Review

DHJJ Financial Advisors held its Sempra (SRE) position steady in Q2 2026 at 150 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

DHJJ Financial Advisors first reported a position in SRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.6K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

DHJJ Financial Advisors held 150 shares of Sempra worth $13.9K as of Q2 2026.
DHJJ Financial Advisors left its Sempra share count unchanged in Q2 2026.
Sempra made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #582 holding.
DHJJ Financial Advisors first reported a position in Sempra in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Sempra position peaked at $14.6K in Q1 2026.
1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.