HFM
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Hartford Financial Management’s Sempra SRE Stock Holding History

Hartford Financial 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
2026
Q2 		$6.58K Sell
71
-28
-28% -$2.6K ﹤0.01% 295
2026
Q1 		$9.62K Sell
99
-3
-3% -$275 ﹤0.01% 268
2025
Q4 		$9.01K Sell
102
-5
-5% -$455 ﹤0.01% 273
2025
Q3 		$9.63K Buy
107
+83
+346% +$6.72K ﹤0.01% 277
2025
Q2 		$1.82K Sell
24
-90
-79% -$6.68K ﹤0.01% 326
2025
Q1 		$8.14K Buy
114
+74
+185% +$5.76K ﹤0.01% 297
2024
Q4 		$3.51K Sell
40
-7
-15% -$613 ﹤0.01% 330
2024
Q3 		$3.93K Hold
47
– – ﹤0.01% 333
2024
Q2 		$3.58K Sell
47
-9
-16% -$665 ﹤0.01% 339
2024
Q1 		$4.02K Buy
56
+5
+10% +$358 ﹤0.01% 338
2023
Q4 		$3.81K Buy
51
+8
+19% +$572 ﹤0.01% 345
2023
Q3 		$2.93K Buy
+43
New +$3.1K ﹤0.01% 355

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

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

Hartford Financial Management reduced its Sempra (SRE) stake by 28% in Q2 2026, selling an estimated $2.6K and leaving 71 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Hartford Financial Management first reported a position in SRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.63K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Hartford Financial Management held 71 shares of Sempra worth $6.58K as of Q2 2026.
  • Hartford Financial Management sold 28 Sempra shares in Q2 2026, an estimated $2.6K.
  • Sempra made up ﹤0.01% of Hartford Financial Management's portfolio in Q2 2026, its #295 holding.
  • Hartford Financial Management first reported a position in Sempra in Q3 2023 and has held it in 12 quarters since.
  • Hartford Financial Management's Sempra position peaked at $9.63K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.