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 $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fulcrum Asset Management's SRE Position: Q1 2026 in Review

Fulcrum Asset Management increased its Sempra (SRE) stake by 6.2% in Q1 2026, buying an estimated $127K and bringing the position to 23,917 shares worth $2.31M. The position accounts for 0.35% of the portfolio, ranked #75.

Fulcrum Asset Management first reported a position in SRE in Q2 2020 and has held it in 5 quarters since. The position peaked at $4.33M in Q2 2020. 1,269 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Fulcrum Asset Management held 23,917 shares of Sempra worth $2.31M as of Q1 2026.
  • Fulcrum Asset Management bought 1,388 Sempra shares in Q1 2026, an estimated $127K.
  • Sempra made up 0.35% of Fulcrum Asset Management's portfolio in Q1 2026, its #75 holding.
  • Fulcrum Asset Management first reported a position in Sempra in Q2 2020 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Sempra position peaked at $4.33M in Q2 2020.
  • 1,269 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.