HWM
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Hohimer Wealth Management’s Sempra SRE Stock Holding History

Hohimer Wealth 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 		$3.01M Sell
30,947
-34,333
-53% -$3.14M 0.36% 97
2025
Q4 		$5.76M Sell
65,280
-390
-0.6% -$35.5K 0.78% 30
2025
Q3 		$5.91M Buy
65,670
+1,593
+2% +$129K 0.83% 22
2025
Q2 		$4.86M Sell
64,077
-1,323
-2% -$98.2K 0.86% 31
2025
Q1 		$4.67M Buy
65,400
+7,696
+13% +$600K 0.91% 29
2024
Q4 		$5.06M Buy
57,704
+270
+0.5% +$23.6K 0.95% 28
2024
Q3 		$4.8M Sell
57,434
-27
-0% -$2.16K 1.03% 27
2024
Q2 		$4.37M Buy
57,461
+6,171
+12% +$456K 1.01% 22
2024
Q1 		$3.68M Buy
+51,290
New +$3.68M 0.86% 37

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

Hohimer Wealth Management's SRE Position: Q1 2026 in Review

Hohimer Wealth Management reduced its Sempra (SRE) stake by 53% in Q1 2026, selling an estimated $3.14M and leaving 30,947 shares worth $3.01M. The position accounts for 0.36% of the portfolio, ranked #97.

Hohimer Wealth Management first reported a position in SRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.91M in Q3 2025. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Hohimer Wealth Management held 30,947 shares of Sempra worth $3.01M as of Q1 2026.
  • Hohimer Wealth Management sold 34,333 Sempra shares in Q1 2026, an estimated $3.14M.
  • Sempra made up 0.36% of Hohimer Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Hohimer Wealth Management first reported a position in Sempra in Q1 2024 and has held it in 9 quarters since.
  • Hohimer Wealth Management's Sempra position peaked at $5.91M in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.