Bouchey Financial Group’s Sempra SRE Stock Holding History

Bouchey Financial 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 Q1	–	Sell	-2,394	Closed	-$211K	–	151
2024 Q4	$211K	Sell	2,394 -7	-0.3%	-$613	0.02%	141
2024 Q3	$201K	Buy	+2,401	New	+$192K	0.02%	151
2022 Q2	–	Sell	-2,418	Closed	-$203K	–	101
2022 Q1	$203K	Buy	+2,418	New	+$174K	0.03%	96

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

Bouchey Financial Group's SRE Position: Q1 2025 in Review

Bouchey Financial Group sold out of Sempra (SRE) in Q1 2025, closing a stake of 2,394 shares — an estimated $211K sold.

Bouchey Financial Group first reported a position in SRE in Q1 2022 and held it in 3 quarters. The position peaked at $211K in Q4 2024. 1,144 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

Bouchey Financial Group reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
Bouchey Financial Group sold 2,394 Sempra shares in Q1 2025, an estimated $211K.
Bouchey Financial Group first reported a position in Sempra in Q1 2022 and held it in 3 quarters.
Bouchey Financial Group's Sempra position peaked at $211K in Q4 2024.
1,144 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Bouchey Financial Group's 13F filing for Q1 2025, filed 9 May 2025.