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HFM Investment Advisors’s Sempra SRE Stock Holding History

HFM Investment Advisors’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 		$1.85K Buy
20
+9
+82% +$837 ﹤0.01% 485
2026
Q1 		$1.07K Sell
11
-52
-83% -$4.76K ﹤0.01% 388
2025
Q4 		$5.56K Buy
63
+54
+600% +$4.92K ﹤0.01% 171
2025
Q3 		$810 Buy
9
+1
+13% +$81 ﹤0.01% 460
2025
Q2 		$606 Buy
8
+5
+167% +$371 ﹤0.01% 581
2025
Q1 		$215 Buy
+3
New +$234 ﹤0.01% 604

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

HFM Investment Advisors's SRE Position: Q2 2026 in Review

HFM Investment Advisors increased its Sempra (SRE) stake by 82% in Q2 2026, buying an estimated $837 and bringing the position to 20 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

HFM Investment Advisors first reported a position in SRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.56K in Q4 2025. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • HFM Investment Advisors held 20 shares of Sempra worth $1.85K as of Q2 2026.
  • HFM Investment Advisors bought 9 Sempra shares in Q2 2026, an estimated $837.
  • Sempra made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #485 holding.
  • HFM Investment Advisors first reported a position in Sempra in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Sempra position peaked at $5.56K in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.