Bell & Brown Wealth Advisors’s Sempra SRE Stock Holding History

Bell & Brown 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 Q1	–	Sell	-2,325	Closed	-$204K	–	72
2024 Q4	$204K	Buy	+2,325	New	+$203K	0.08%	68
2021 Q4	–	Sell	-6,200	Closed	-$392K	–	74
2021 Q3	$392K	Buy	+6,200	New	+$409K	0.21%	60
2020 Q3	$519K	Hold	8,000	–	–	0.38%	55
2020 Q2	$509K	Hold	8,000	–	–	0.4%	55
2020 Q1	$491K	Hold	8,000	–	–	0.46%	55
2019 Q4	$615K	Hold	8,000	–	–	0.46%	61
2019 Q3	$587K	Hold	8,000	–	–	0.48%	59
2019 Q2	$550K	Hold	8,000	–	–	0.48%	58
2019 Q1	$503K	Buy	+8,000	New	+$471K	0.46%	62

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bell & Brown Wealth Advisors's SRE Position: Q1 2025 in Review

Bell & Brown Wealth Advisors sold out of Sempra (SRE) in Q1 2025, closing a stake of 2,325 shares — an estimated $204K sold.

Bell & Brown Wealth Advisors first reported a position in SRE in Q1 2019 and held it in 9 quarters. The position peaked at $615K in Q4 2019. 1,144 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

Bell & Brown Wealth Advisors reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 2,325 Sempra shares in Q1 2025, an estimated $204K.
Bell & Brown Wealth Advisors first reported a position in Sempra in Q1 2019 and held it in 9 quarters.
Bell & Brown Wealth Advisors's Sempra position peaked at $615K in Q4 2019.
1,144 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2025, filed 7 May 2025.