FAM
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Fulcrum Asset Management’s Sempra SRE Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-22,357
Closed -$1.24M – 352
2025
Q1 		$1.24M Buy
+22,357
New +$1.74M 0.24% 101

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 $3.38T AUM 44.17% 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

Fulcrum Asset Management's SRE Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Sempra (SRE) stake by 86% in Q2 2026, selling an estimated $1.91M and leaving 3,330 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #338.

Fulcrum Asset Management first reported a position in SRE in Q2 2020 and has held it in 6 quarters since. The position peaked at $4.33M in Q2 2020. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Fulcrum Asset Management held 3,330 shares of Sempra worth $313K as of Q2 2026.
  • Fulcrum Asset Management sold 20,587 Sempra shares in Q2 2026, an estimated $1.91M.
  • Sempra made up 0.03% of Fulcrum Asset Management's portfolio in Q2 2026, its #338 holding.
  • Fulcrum Asset Management first reported a position in Sempra in Q2 2020 and has held it in 6 quarters since.
  • Fulcrum Asset Management's Sempra position peaked at $4.33M in Q2 2020.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.