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Peak Financial Advisors’s Sempra SRE Stock Holding History

Peak Financial Advisors’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 		– Sell
-26,552
Closed -$2.34M – 95
2025
Q4 		$2.34M Buy
26,552
+17,400
+190% +$1.58M 1.05% 28
2025
Q3 		$823K Buy
+9,152
New +$741K 0.4% 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

Peak Financial Advisors's SRE Position: Q1 2026 in Review

Peak Financial Advisors sold out of Sempra (SRE) in Q1 2026, closing a stake of 26,552 shares — an estimated $2.34M sold.

Peak Financial Advisors first reported a position in SRE in Q3 2025 and held it in 2 quarters. The position peaked at $2.34M in Q4 2025. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Peak Financial Advisors reported no remaining Sempra position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 26,552 Sempra shares in Q1 2026, an estimated $2.34M.
  • Peak Financial Advisors first reported a position in Sempra in Q3 2025 and held it in 2 quarters.
  • Peak Financial Advisors's Sempra position peaked at $2.34M in Q4 2025.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.