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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
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 $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

Pinney & Scofield's SRE Position: Q1 2026 in Review

Pinney & Scofield held its Sempra (SRE) position steady in Q1 2026 at 226 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #159.

Pinney & Scofield first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Pinney & Scofield held 226 shares of Sempra worth $22K as of Q1 2026.
  • Pinney & Scofield left its Sempra share count unchanged in Q1 2026.
  • Sempra made up 0.01% of Pinney & Scofield's portfolio in Q1 2026, its #159 holding.
  • Pinney & Scofield first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.