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Pinney & Scofield’s Sempra SRE Stock Holding History

Pinney & Scofield’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 		$21K Hold
226
– – 0.01% 156
2026
Q1 		$22K Hold
226
– – 0.01% 159
2025
Q4 		$20K Hold
226
– – 0.01% 149
2025
Q3 		$20.3K Hold
226
– – 0.01% 146
2025
Q2 		$17.1K Hold
226
– – 0.01% 154
2025
Q1 		$16.1K Hold
226
– – 0.01% 151
2024
Q4 		$19.8K Buy
+226
New +$19.8K 0.02% 146

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

Pinney & Scofield's SRE Position: Q2 2026 in Review

Pinney & Scofield held its Sempra (SRE) position steady in Q2 2026 at 226 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #156.

Pinney & Scofield first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $22K in Q1 2026. 1,288 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Pinney & Scofield held 226 shares of Sempra worth $21K as of Q2 2026.
  • Pinney & Scofield left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #156 holding.
  • Pinney & Scofield first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's Sempra position peaked at $22K in Q1 2026.
  • 1,288 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.