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Petra Financial Advisors’s Sempra SRE Stock Holding History

Petra 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
Q2 		$835K Buy
9,004
+2,972
+49% +$276K 0.39% 68
2026
Q1 		$586K Buy
+6,032
New +$552K 0.36% 72
2025
Q1 		– Sell
-7,549
Closed -$662K – 146
2024
Q4 		$662K Buy
7,549
+11
+0.1% +$963 0.45% 58
2024
Q3 		$630K Buy
+7,538
New +$603K 0.42% 67
2024
Q1 		– Sell
-7,201
Closed -$538K – 129
2023
Q4 		$538K Buy
7,201
+1,469
+26% +$105K 0.45% 67
2023
Q3 		$390K Hold
5,732
– – 0.33% 83
2023
Q2 		$417K Hold
5,732
– – 0.37% 75
2023
Q1 		$433K Hold
5,732
– – 0.43% 44
2022
Q4 		$443K Buy
+5,732
New +$444K 0.49% 53

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Petra Financial Advisors's SRE Position: Q2 2026 in Review

Petra Financial Advisors increased its Sempra (SRE) stake by 49% in Q2 2026, buying an estimated $276K and bringing the position to 9,004 shares worth $835K. The position accounts for 0.39% of the portfolio, ranked #68.

Petra Financial Advisors first reported a position in SRE in Q4 2022 and has held it in 9 quarters since. 1,288 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Petra Financial Advisors held 9,004 shares of Sempra worth $835K as of Q2 2026.
  • Petra Financial Advisors bought 2,972 Sempra shares in Q2 2026, an estimated $276K.
  • Sempra made up 0.39% of Petra Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Petra Financial Advisors first reported a position in Sempra in Q4 2022 and has held it in 9 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.