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PDS Planning’s Sempra SRE Stock Holding History

PDS Planning’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 		$435K Buy
4,480
+384
+9% +$35.1K 0.03% 299
2025
Q4 		$362K Buy
4,096
+58
+1% +$5.28K 0.02% 329
2025
Q3 		$363K Buy
4,038
+139
+4% +$11.3K 0.03% 321
2025
Q2 		$295K Buy
3,899
+298
+8% +$22.1K 0.02% 357
2025
Q1 		$257K Sell
3,601
-642
-15% -$50K 0.02% 368
2024
Q4 		$372K Buy
4,243
+724
+21% +$63.4K 0.03% 236
2024
Q3 		$294K Buy
3,519
+885
+34% +$70.8K 0.03% 298
2024
Q2 		$200K Sell
2,634
-551
-17% -$40.7K 0.02% 363
2024
Q1 		$229K Buy
+3,185
New +$228K 0.02% 331
2023
Q4 		– Sell
-3,105
Closed -$211K – 379
2023
Q3 		$211K Buy
3,105
+149
+5% +$10.7K 0.03% 289
2023
Q2 		$215K Buy
+2,956
New +$222K 0.03% 277

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

PDS Planning's SRE Position: Q1 2026 in Review

PDS Planning increased its Sempra (SRE) stake by 9.4% in Q1 2026, buying an estimated $35.1K and bringing the position to 4,480 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #299.

PDS Planning first reported a position in SRE in Q2 2023 and has held it in 11 quarters since. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • PDS Planning held 4,480 shares of Sempra worth $435K as of Q1 2026.
  • PDS Planning bought 384 Sempra shares in Q1 2026, an estimated $35.1K.
  • Sempra made up 0.03% of PDS Planning's portfolio in Q1 2026, its #299 holding.
  • PDS Planning first reported a position in Sempra in Q2 2023 and has held it in 11 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.