Key Financial Inc
SRE icon

Key Financial Inc’s Sempra SRE Stock Holding History

Key Financial Inc’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
Q3 		$28.1K Hold
361
– – ﹤0.01% 643
2026
Q2 		$33.5K Hold
361
– – 0.01% 620
2026
Q1 		$35.1K Hold
361
– – 0.01% 610
2025
Q4 		$31.9K Buy
361
+153
+74% +$13.9K 0.01% 621
2025
Q3 		$18.6K Hold
208
– – ﹤0.01% 722
2025
Q2 		$15.8K Hold
208
– – ﹤0.01% 747
2025
Q1 		$14.8K Hold
208
– – ﹤0.01% 733
2024
Q4 		$18.2K Buy
208
+40
+24% +$3.5K ﹤0.01% 675
2024
Q3 		$14K Hold
168
– – ﹤0.01% 714
2024
Q2 		$12.8K Hold
168
– – ﹤0.01% 719
2024
Q1 		$12.1K Hold
168
– – ﹤0.01% 704
2023
Q4 		$12.6K Sell
168
-72
-30% -$5.15K ﹤0.01% 683
2023
Q3 		$16.3K Hold
240
– – 0.01% 613
2023
Q2 		$17.5K Buy
240
+72
+43% +$5.41K 0.01% 604
2023
Q1 		$12.7K Hold
168
– – ﹤0.01% 626
2022
Q4 		$12.6K Hold
168
– – 0.01% 579
2022
Q3 		$13K Buy
168
+94
+127% +$7.61K 0.01% 580
2022
Q2 		$6K Hold
74
– – ﹤0.01% 772
2022
Q1 		$6K Hold
74
– – ﹤0.01% 766
2021
Q4 		$5K Hold
74
– – ﹤0.01% 726
2021
Q3 		$5K Buy
74
+20
+37% +$1.32K ﹤0.01% 711
2021
Q2 		$4K Hold
54
– – ﹤0.01% 718
2021
Q1 		$4K Hold
54
– – ﹤0.01% 627
2020
Q4 		$3K Buy
+54
New +$3.47K ﹤0.01% 622
2020
Q2 		– Sell
-54
Closed -$3K – 549
2020
Q1 		$3K Buy
+54
New +$3.83K ﹤0.01% 575

Other funds holding SRE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Key Financial Inc's SRE Position: Q3 2026 in Review

Key Financial Inc held its Sempra (SRE) position steady in Q3 2026 at 361 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Key Financial Inc first reported a position in SRE in Q1 2020 and has held it in 25 quarters since. The position peaked at $35.1K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Key Financial Inc held 361 shares of Sempra worth $28.1K as of Q3 2026.
  • Key Financial Inc left its Sempra share count unchanged in Q3 2026.
  • Sempra made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #643 holding.
  • Key Financial Inc first reported a position in Sempra in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Sempra position peaked at $35.1K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.