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Briaud Financial Planning’s Sempra SRE Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-980
Closed -$74K – 297
2025
Q2 		$74K Hold
980
– – 0.03% 81
2025
Q1 		$69K Hold
980
– – 0.03% 75
2024
Q4 		$85K Hold
980
– – 0.03% 58
2024
Q3 		$81K Hold
980
– – 0.04% 47
2024
Q2 		$74K Hold
980
– – 0.04% 47
2024
Q1 		$71K Buy
+980
New +$70.2K 0.04% 47
2023
Q4 		– Sell
-980
Closed -$66K – 144
2023
Q3 		$66K Buy
+980
New +$70.7K 0.05% 50

Other funds holding SRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Briaud Financial Planning's SRE Position: Q3 2025 in Review

Briaud Financial Planning sold out of Sempra (SRE) in Q3 2025, closing a stake of 980 shares — an estimated $74K sold.

Briaud Financial Planning first reported a position in SRE in Q3 2023 and held it in 7 quarters. The position peaked at $85K in Q4 2024. 1,151 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

  • Briaud Financial Planning reported no remaining Sempra position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 980 Sempra shares in Q3 2025, an estimated $74K.
  • Briaud Financial Planning first reported a position in Sempra in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Sempra position peaked at $85K in Q4 2024.
  • 1,151 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.