Financial Connections Group’s Sempra SRE Stock Holding History

Financial Connections 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	$46K	Buy	474 +16	+3%	+$1.46K	0.02%	114
2025 Q4	$40K	Hold	458	–	–	0.01%	117
2025 Q3	$41K	Sell	458 -92	-17%	-$7.45K	0.02%	117
2025 Q2	$41K	Buy	550 +92	+20%	+$6.83K	0.02%	115
2025 Q1	$32K	Hold	458	–	–	0.01%	118
2024 Q4	$40K	Hold	458	–	–	0.02%	103
2024 Q3	$38K	Hold	458	–	–	0.02%	105
2024 Q2	$34K	Buy	+458	New	+$33.9K	0.02%	122
2024 Q1	–	Sell	-458	Closed	-$34K	–	251
2023 Q4	$34K	Buy	+458	New	+$32.8K	0.02%	120
2023 Q3	–	Sell	-458	Closed	-$33K	–	217
2023 Q2	$33K	Hold	458	–	–	0.02%	128
2023 Q1	$34K	Hold	458	–	–	0.02%	112
2022 Q4	$35K	Hold	458	–	–	0.03%	106
2022 Q3	$34K	Hold	458	–	–	0.03%	87
2022 Q2	$34K	Hold	458	–	–	0.03%	112
2022 Q1	$38K	Hold	458	–	–	0.04%	113
2021 Q4	$30K	Buy	+458	New	+$29K	0.03%	134

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 $3.37T AUM 44.26% 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

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

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

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

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

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

Financial Connections Group increased its Sempra (SRE) stake by 3.5% in Q1 2026, buying an estimated $1.46K and bringing the position to 474 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #114.

Financial Connections Group first reported a position in SRE in Q4 2021 and has held it in 16 quarters since. 1,272 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Financial Connections Group held 474 shares of Sempra worth $46K as of Q1 2026.
Financial Connections Group bought 16 Sempra shares in Q1 2026, an estimated $1.46K.
Sempra made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #114 holding.
Financial Connections Group first reported a position in Sempra in Q4 2021 and has held it in 16 quarters since.
1,272 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.