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Souders Financial Advisors’s Sempra SRE Stock Holding History

Souders Financial Advisors’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 		$335K Buy
3,451
+129
+4% +$11.8K 0.04% 175
2025
Q4 		$293K Buy
3,322
+33
+1% +$3K 0.03% 180
2025
Q3 		$296K Buy
3,289
+199
+6% +$16.1K 0.04% 174
2025
Q2 		$234K Buy
+3,090
New +$229K 0.03% 186

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

Souders Financial Advisors's SRE Position: Q1 2026 in Review

Souders Financial Advisors increased its Sempra (SRE) stake by 3.9% in Q1 2026, buying an estimated $11.8K and bringing the position to 3,451 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #175.

Souders Financial Advisors first reported a position in SRE in Q2 2025 and has held it in 4 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Souders Financial Advisors held 3,451 shares of Sempra worth $335K as of Q1 2026.
  • Souders Financial Advisors bought 129 Sempra shares in Q1 2026, an estimated $11.8K.
  • Sempra made up 0.04% of Souders Financial Advisors's portfolio in Q1 2026, its #175 holding.
  • Souders Financial Advisors first reported a position in Sempra in Q2 2025 and has held it in 4 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.