HFM
SRE icon

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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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