JDM Financial Group’s Sempra SRE Stock Holding History

JDM Financial Group’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	$130K	Hold	1,400	–	–	0.04%	74
2026 Q1	$136K	Hold	1,400	–	–	0.05%	69
2025 Q4	$124K	Hold	1,400	–	–	0.05%	74
2025 Q3	$126K	Hold	1,400	–	–	0.05%	67
2025 Q2	$106K	Hold	1,400	–	–	0.05%	64
2025 Q1	$99.9K	Sell	1,400 -15	-1%	-$1.17K	0.05%	62
2024 Q4	$124K	Hold	1,415	–	–	0.06%	54
2024 Q3	$118K	Buy	1,415 +15	+1%	+$1.2K	0.06%	57
2024 Q2	$106K	Hold	1,400	–	–	0.07%	56
2024 Q1	$101K	Hold	1,400	–	–	0.07%	49
2023 Q4	$105K	Hold	1,400	–	–	0.09%	47
2023 Q3	$95.2K	Hold	1,400	–	–	0.09%	47
2023 Q2	$102K	Hold	1,400	–	–	0.09%	48
2023 Q1	$106K	Sell	1,400 -70	-5%	-$5.37K	0.1%	47
2022 Q4	$114K	Buy	+1,470	New	+$114K	0.11%	45

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JDM Financial Group's SRE Position: Q2 2026 in Review

JDM Financial Group held its Sempra (SRE) position steady in Q2 2026 at 1,400 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #74.

JDM Financial Group first reported a position in SRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $136K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

JDM Financial Group held 1,400 shares of Sempra worth $130K as of Q2 2026.
JDM Financial Group left its Sempra share count unchanged in Q2 2026.
Sempra made up 0.04% of JDM Financial Group's portfolio in Q2 2026, its #74 holding.
JDM Financial Group first reported a position in Sempra in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Sempra position peaked at $136K in Q1 2026.
1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.