Burford Brothers’s Sempra SRE Stock Holding History

Burford Brothers’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	-8,845	Closed	-$776K	–	169
2024 Q4	$776K	Sell	8,845 -1,112	-11%	-$97.3K	0.38%	61
2024 Q3	$833K	Buy	9,957 +2,253	+29%	+$180K	0.43%	55
2024 Q2	$586K	Buy	+7,704	New	+$569K	0.34%	78

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

Burford Brothers's SRE Position: Q1 2025 in Review

Burford Brothers sold out of Sempra (SRE) in Q1 2025, closing a stake of 8,845 shares — an estimated $776K sold.

Burford Brothers first reported a position in SRE in Q2 2024 and held it in 3 quarters. The position peaked at $833K in Q3 2024. 1,144 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

Burford Brothers reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
Burford Brothers sold 8,845 Sempra shares in Q1 2025, an estimated $776K.
Burford Brothers first reported a position in Sempra in Q2 2024 and held it in 3 quarters.
Burford Brothers's Sempra position peaked at $833K in Q3 2024.
1,144 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Burford Brothers's 13F filing for Q1 2025, filed 30 Apr 2025.