JFG
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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
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
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

JDM Financial Group's SRE Position: Q1 2026 in Review

JDM Financial Group held its Sempra (SRE) position steady in Q1 2026 at 1,400 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #69.

JDM Financial Group first reported a position in SRE in Q4 2022 and has held it in 14 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • JDM Financial Group held 1,400 shares of Sempra worth $136K as of Q1 2026.
  • JDM Financial Group left its Sempra share count unchanged in Q1 2026.
  • Sempra made up 0.05% of JDM Financial Group's portfolio in Q1 2026, its #69 holding.
  • JDM Financial Group first reported a position in Sempra in Q4 2022 and has held it in 14 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.