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Financial Management Professionals’s Sempra SRE Stock Holding History

Financial Management Professionals’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 		$656K Buy
7,022
+22
+0.3% +$2.05K 0.06% 96
2026
Q1 		$685K Buy
7,000
+98
+1% +$8.97K 0.08% 82
2025
Q4 		$614K Sell
6,902
-10
-0.1% -$911 0.06% 89
2025
Q3 		$622K Buy
6,912
+42
+0.6% +$3.4K 0.06% 90
2025
Q2 		$525K Sell
6,870
-461
-6% -$34.2K 0.06% 94
2025
Q1 		$523K Buy
7,331
+144
+2% +$11.2K 0.07% 86
2024
Q4 		$630K Buy
7,187
+869
+14% +$76K 0.08% 85
2024
Q3 		$528K Buy
6,318
+97
+2% +$7.76K 0.07% 86
2024
Q2 		$473K Buy
6,221
+1,261
+25% +$93.2K 0.06% 86
2024
Q1 		$356K Buy
4,960
+709
+17% +$50.8K 0.05% 104
2023
Q4 		$318K Buy
4,251
+576
+16% +$41.2K 0.05% 91
2023
Q3 		$250K Sell
3,675
-549
-13% -$39.6K 0.04% 100
2023
Q2 		$307K Buy
4,224
+416
+11% +$31.2K 0.05% 92
2023
Q1 		$288K Buy
3,808
+332
+10% +$25.5K 0.06% 97
2022
Q4 		$269K Buy
3,476
+936
+37% +$72.4K 0.06% 92
2022
Q3 		$190K Buy
2,540
+232
+10% +$18.8K 0.04% 104
2022
Q2 		$173K Buy
2,308
+310
+16% +$24.9K 0.04% 102
2022
Q1 		$168K Buy
1,998
+234
+13% +$16.8K 0.04% 118
2021
Q4 		$117K Buy
1,764
+1,722
+4,100% +$109K 0.02% 149
2021
Q3 		$3K Hold
42
– – ﹤0.01% 680
2021
Q2 		$3K Hold
42
– – ﹤0.01% 627
2021
Q1 		$3K Hold
42
– – ﹤0.01% 546
2020
Q4 		$3K Hold
42
– – ﹤0.01% 512
2020
Q3 		$2K Buy
42
+18
+75% +$1.11K ﹤0.01% 529
2020
Q2 		$1K Buy
+24
New +$1.48K ﹤0.01% 575

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

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

Financial Management Professionals increased its Sempra (SRE) stake by 0.31% in Q2 2026, buying an estimated $2.05K and bringing the position to 7,022 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #96.

Financial Management Professionals first reported a position in SRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $685K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Financial Management Professionals held 7,022 shares of Sempra worth $656K as of Q2 2026.
  • Financial Management Professionals bought 22 Sempra shares in Q2 2026, an estimated $2.05K.
  • Sempra made up 0.06% of Financial Management Professionals's portfolio in Q2 2026, its #96 holding.
  • Financial Management Professionals first reported a position in Sempra in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's Sempra position peaked at $685K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.