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BFC Planning, Inc.’s Sempra SRE Stock Holding History

BFC Planning, Inc.’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 		$230K Buy
2,486
+717
+41% +$66.7K 0.01% 885
2026
Q1 		$172K Buy
1,769
+202
+13% +$18.5K 0.01% 926
2025
Q4 		$138K Sell
1,567
-24
-2% -$2.18K 0.01% 1006
2025
Q3 		$143K Sell
1,591
-81
-5% -$6.56K 0.01% 786
2025
Q2 		$127K Buy
1,672
+4
+0.2% +$297 0.01% 787
2025
Q1 		$119K Sell
1,668
-8
-0.5% -$623 0.01% 799
2024
Q4 		$147K Buy
+1,676
New +$147K 0.01% 723

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 $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BFC Planning, Inc.'s SRE Position: Q2 2026 in Review

BFC Planning, Inc. increased its Sempra (SRE) stake by 41% in Q2 2026, buying an estimated $66.7K and bringing the position to 2,486 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #885.

BFC Planning, Inc. first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • BFC Planning, Inc. held 2,486 shares of Sempra worth $230K as of Q2 2026.
  • BFC Planning, Inc. bought 717 Sempra shares in Q2 2026, an estimated $66.7K.
  • Sempra made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #885 holding.
  • BFC Planning, Inc. first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.