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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
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 $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

HFM Investment Advisors's SRE Position: Q1 2026 in Review

HFM Investment Advisors reduced its Sempra (SRE) stake by 83% in Q1 2026, selling an estimated $4.76K and leaving 11 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

HFM Investment Advisors first reported a position in SRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.56K in Q4 2025. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • HFM Investment Advisors held 11 shares of Sempra worth $1.07K as of Q1 2026.
  • HFM Investment Advisors sold 52 Sempra shares in Q1 2026, an estimated $4.76K.
  • Sempra made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #388 holding.
  • HFM Investment Advisors first reported a position in Sempra in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Sempra position peaked at $5.56K in Q4 2025.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.