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PFG Investments’s Sempra SRE Stock Holding History

PFG Investments’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 		$253K Buy
2,729
+206
+8% +$19.2K 0.01% 1051
2026
Q1 		$245K Sell
2,523
-47
-2% -$4.3K 0.01% 963
2025
Q4 		$227K Sell
2,570
-66
-3% -$6.01K 0.01% 957
2025
Q3 		$237K Buy
+2,636
New +$213K 0.01% 888
2025
Q1 		– Sell
-2,426
Closed -$213K – 1094
2024
Q4 		$213K Sell
2,426
-1,176
-33% -$103K 0.01% 873
2024
Q3 		$301K Buy
+3,602
New +$288K 0.02% 708

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

PFG Investments's SRE Position: Q2 2026 in Review

PFG Investments increased its Sempra (SRE) stake by 8.2% in Q2 2026, buying an estimated $19.2K and bringing the position to 2,729 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #1051.

PFG Investments first reported a position in SRE in Q3 2024 and has held it in 6 quarters since. The position peaked at $301K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • PFG Investments held 2,729 shares of Sempra worth $253K as of Q2 2026.
  • PFG Investments bought 206 Sempra shares in Q2 2026, an estimated $19.2K.
  • Sempra made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1051 holding.
  • PFG Investments first reported a position in Sempra in Q3 2024 and has held it in 6 quarters since.
  • PFG Investments's Sempra position peaked at $301K in Q3 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.