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Quest Investment Management’s Sempra SRE Stock Holding History

Quest Investment 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 		$655K Sell
6,743
-199
-3% -$18.2K 0.08% 91
2025
Q4 		$613K Sell
6,942
-689
-9% -$62.7K 0.07% 92
2025
Q3 		$687K Sell
7,631
-1,665
-18% -$135K 0.07% 94
2025
Q2 		$704K Buy
+9,296
New +$690K 0.08% 93

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

Quest Investment Management's SRE Position: Q1 2026 in Review

Quest Investment Management reduced its Sempra (SRE) stake by 2.9% in Q1 2026, selling an estimated $18.2K and leaving 6,743 shares worth $655K. The position accounts for 0.08% of the portfolio, ranked #91.

Quest Investment Management first reported a position in SRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $704K in Q2 2025. 1,265 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Quest Investment Management held 6,743 shares of Sempra worth $655K as of Q1 2026.
  • Quest Investment Management sold 199 Sempra shares in Q1 2026, an estimated $18.2K.
  • Sempra made up 0.08% of Quest Investment Management's portfolio in Q1 2026, its #91 holding.
  • Quest Investment Management first reported a position in Sempra in Q2 2025 and has held it in 4 quarters since.
  • Quest Investment Management's Sempra position peaked at $704K in Q2 2025.
  • 1,265 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.