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Peterson Financial Group’s Sempra SRE Stock Holding History

Peterson 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
2024
Q3 		$3.23K Buy
+39
New +$3.12K 0.01% 334

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Peterson Financial Group's SRE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Sempra (SRE) in Q3 2024: 39 shares worth $3.23K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings.

1,104 funds tracked by Wall St. Rank hold SRE as of Q3 2024.

  • Peterson Financial Group held 39 shares of Sempra worth $3.23K as of Q3 2024.
  • Sempra was a new Peterson Financial Group position in Q3 2024.
  • Sempra made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #334 holding.
  • 1,104 funds tracked by Wall St. Rank held Sempra as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.