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Pinnacle West Asset Management’s Sempra SRE Stock Holding History

Pinnacle West Asset Management’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 		$246K Sell
2,535
-60
-2% -$5.49K 0.17% 106
2025
Q4 		$229K Sell
2,595
-25
-1% -$2.28K 0.15% 110
2025
Q3 		$236K Buy
+2,620
New +$212K 0.15% 111
2025
Q1 		– Sell
-2,585
Closed -$227K – 114
2024
Q4 		$227K Buy
2,585
+125
+5% +$10.9K 0.16% 107
2024
Q3 		$206K Buy
+2,460
New +$197K 0.15% 111

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 West Asset Management's SRE Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Sempra (SRE) stake by 2.3% in Q1 2026, selling an estimated $5.49K and leaving 2,535 shares worth $246K. The position accounts for 0.17% of the portfolio, ranked #106.

Pinnacle West Asset Management first reported a position in SRE in Q3 2024 and has held it in 5 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Pinnacle West Asset Management held 2,535 shares of Sempra worth $246K as of Q1 2026.
  • Pinnacle West Asset Management sold 60 Sempra shares in Q1 2026, an estimated $5.49K.
  • Sempra made up 0.17% of Pinnacle West Asset Management's portfolio in Q1 2026, its #106 holding.
  • Pinnacle West Asset Management first reported a position in Sempra in Q3 2024 and has held it in 5 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.