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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
Q2 		$74.7K Buy
806
+32
+4% +$2.98K 0.01% 1036
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 $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

Pinnacle Wealth Planning Services's SRE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Sempra (SRE) stake by 4.1% in Q2 2026, buying an estimated $2.98K and bringing the position to 806 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #1036.

Pinnacle Wealth Planning Services first reported a position in SRE in Q4 2020 and has held it in 5 quarters since. The position peaked at $204K in Q1 2022. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 806 shares of Sempra worth $74.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 32 Sempra shares in Q2 2026, an estimated $2.98K.
  • Sempra made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1036 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sempra in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Sempra position peaked at $204K in Q1 2022.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.