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BOK Financial Private Wealth’s Sempra SRE Stock Holding History

BOK Financial Private Wealth’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 		– Hold
0
– – – 464
2022
Q2 		– Sell
-2,476
Closed -$208K – 442
2022
Q1 		$208K Buy
+2,476
New +$178K 0.01% 296

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BOK Financial Private Wealth's SRE Position: Q1 2025 in Review

BOK Financial Private Wealth held its Sempra (SRE) position steady in Q1 2025 at 0 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #464.

BOK Financial Private Wealth first reported a position in SRE in Q1 2022 and has held it in 1 quarter since. The position peaked at $208K in Q1 2022. 1,144 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

  • BOK Financial Private Wealth held 0 shares of Sempra worth $204 as of Q1 2025.
  • BOK Financial Private Wealth left its Sempra share count unchanged in Q1 2025.
  • Sempra made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2025, its #464 holding.
  • BOK Financial Private Wealth first reported a position in Sempra in Q1 2022 and has held it in 1 quarter since.
  • BOK Financial Private Wealth's Sempra position peaked at $208K in Q1 2022.
  • 1,144 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.