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Pinnacle Wealth Planning Services’s Sempra SRE Stock Holding History

Pinnacle Wealth Planning Services’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 		$75.2K Buy
774
+57
+8% +$5.22K 0.01% 971
2025
Q4 		$63.3K Buy
+717
New +$65.3K 0.01% 1042
2022
Q2 		– Sell
-2,426
Closed -$204K – 473
2022
Q1 		$204K Buy
+2,426
New +$174K 0.04% 372
2021
Q1 		– Sell
-1,482
Closed -$95K – 1719
2020
Q4 		$95K Buy
+1,482
New +$95.3K 0.02% 491

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

Pinnacle Wealth Planning Services's SRE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Sempra (SRE) stake by 7.9% in Q1 2026, buying an estimated $5.22K and bringing the position to 774 shares worth $75.2K. The position accounts for 0.01% of the portfolio, ranked #971.

Pinnacle Wealth Planning Services first reported a position in SRE in Q4 2020 and has held it in 4 quarters since. The position peaked at $204K in Q1 2022. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 774 shares of Sempra worth $75.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 57 Sempra shares in Q1 2026, an estimated $5.22K.
  • Sempra made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #971 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sempra in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Sempra position peaked at $204K in Q1 2022.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.