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AGH Wealth Advisors’s Sempra SRE Stock Holding History

AGH Wealth 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
2025
Q4 		– Sell
-3,352
Closed -$302K – 127
2025
Q3 		$302K Buy
3,352
+15
+0.4% +$1.22K 0.22% 87
2025
Q2 		$253K Sell
3,337
-45
-1% -$3.34K 0.21% 96
2025
Q1 		$241K Sell
3,382
-140
-4% -$10.9K 0.23% 98
2024
Q4 		$309K Buy
+3,522
New +$308K 0.29% 83

Other funds holding SRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

AGH Wealth Advisors's SRE Position: Q4 2025 in Review

AGH Wealth Advisors sold out of Sempra (SRE) in Q4 2025, closing a stake of 3,352 shares — an estimated $302K sold.

AGH Wealth Advisors first reported a position in SRE in Q4 2024 and held it in 4 quarters. The position peaked at $309K in Q4 2024. 1,210 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • AGH Wealth Advisors reported no remaining Sempra position as of Q4 2025 after selling out during the quarter.
  • AGH Wealth Advisors sold 3,352 Sempra shares in Q4 2025, an estimated $302K.
  • AGH Wealth Advisors first reported a position in Sempra in Q4 2024 and held it in 4 quarters.
  • AGH Wealth Advisors's Sempra position peaked at $309K in Q4 2024.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on AGH Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.