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Potomac Fund Management’s Sempra SRE Stock Holding History

Potomac Fund 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 		$704K Buy
7,246
+266
+4% +$24.3K 0.02% 61
2025
Q4 		$616K Sell
6,980
-112
-2% -$10.2K 0.02% 74
2025
Q3 		$638K Sell
7,092
-83
-1% -$6.72K 0.03% 68
2025
Q2 		$540K Buy
7,175
+259
+4% +$19.2K 0.03% 69
2025
Q1 		$487K Buy
6,916
+1,044
+18% +$81.3K 0.21% 52
2024
Q4 		$515K Buy
+5,872
New +$514K 0.03% 66

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

Potomac Fund Management's SRE Position: Q1 2026 in Review

Potomac Fund Management increased its Sempra (SRE) stake by 3.8% in Q1 2026, buying an estimated $24.3K and bringing the position to 7,246 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #61.

Potomac Fund Management first reported a position in SRE in Q4 2024 and has held it in 6 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Potomac Fund Management held 7,246 shares of Sempra worth $704K as of Q1 2026.
  • Potomac Fund Management bought 266 Sempra shares in Q1 2026, an estimated $24.3K.
  • Sempra made up 0.02% of Potomac Fund Management's portfolio in Q1 2026, its #61 holding.
  • Potomac Fund Management first reported a position in Sempra in Q4 2024 and has held it in 6 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.