Armstrong Advisory Group’s Sempra SRE Stock Holding History

Armstrong Advisory Group’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 Q2	–	Sell	-116	Closed	-$10.2K	–	978
2025 Q1	$10.2K	Hold	116	–	–	﹤0.01%	621
2024 Q4	$10.2K	Hold	116	–	–	﹤0.01%	621
2024 Q3	$9.7K	Hold	116	–	–	﹤0.01%	599
2024 Q2	$8.82K	Hold	116	–	–	﹤0.01%	600
2024 Q1	$8.67K	Hold	116	–	–	﹤0.01%	585
2023 Q4	$8.67K	Sell	116 -75	-39%	-$5.36K	﹤0.01%	585
2023 Q3	$13K	Buy	191 +75	+65%	+$5.41K	﹤0.01%	560
2023 Q2	$8.45K	Hold	116	–	–	﹤0.01%	598
2023 Q1	$8.77K	Sell	116 -378	-77%	-$29K	﹤0.01%	587
2022 Q4	$38.2K	Buy	+494	New	+$38.2K	0.01%	369

Other funds holding SRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Armstrong Advisory Group's SRE Position: Q2 2025 in Review

Armstrong Advisory Group sold out of Sempra (SRE) in Q2 2025, closing a stake of 116 shares — an estimated $10.2K sold.

Armstrong Advisory Group first reported a position in SRE in Q4 2022 and held it in 10 quarters. The position peaked at $38.2K in Q4 2022. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

Armstrong Advisory Group reported no remaining Sempra position as of Q2 2025 after selling out during the quarter.
Armstrong Advisory Group sold 116 Sempra shares in Q2 2025, an estimated $10.2K.
Armstrong Advisory Group first reported a position in Sempra in Q4 2022 and held it in 10 quarters.
Armstrong Advisory Group's Sempra position peaked at $38.2K in Q4 2022.
1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.