CIBC Private Wealth Group
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CIBC Private Wealth Group’s Sempra SRE Stock Holding History

CIBC Private Wealth 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
Q4 		$619K Sell
7,009
-412
-6% -$37.5K ﹤0.01% 816
2025
Q3 		$668K Buy
7,421
+738
+11% +$59.8K ﹤0.01% 783
2025
Q2 		$506K Buy
6,683
+149
+2% +$11.1K ﹤0.01% 834
2025
Q1 		$417K Sell
6,534
-421
-6% -$32.8K ﹤0.01% 856
2024
Q4 		$576K Buy
6,955
+1,435
+26% +$126K ﹤0.01% 825
2024
Q3 		$462K Buy
5,520
+1,377
+33% +$110K ﹤0.01% 893
2024
Q2 		$311K Sell
4,143
-6,138
-60% -$454K ﹤0.01% 944
2024
Q1 		$734K Buy
10,281
+879
+9% +$63K ﹤0.01% 742
2023
Q4 		$703K Sell
9,402
-1,426
-13% -$102K ﹤0.01% 723
2023
Q3 		$737K Buy
+10,828
New +$781K ﹤0.01% 667
2022
Q3 		– Sell
-458
Closed -$34K – 1161
2022
Q2 		$34K Sell
458
-1,016
-69% -$81.6K ﹤0.01% 984
2022
Q1 		$124K Buy
+1,474
New +$106K ﹤0.01% 992
2020
Q4 		– Sell
-7,536
Closed -$442K – 1003
2020
Q3 		$442K Buy
+7,536
New +$464K ﹤0.01% 704
2020
Q2 		– Sell
-8,004
Closed -$452K – 786
2020
Q1 		$452K Buy
+8,004
New +$568K ﹤0.01% 649
2018
Q3 		– Sell
-450
Closed -$26K – 1623
2018
Q2 		$26K Sell
450
-72
-14% -$3.94K ﹤0.01% 1338
2018
Q1 		$29K Sell
522
-488
-48% -$26.3K ﹤0.01% 1290
2017
Q4 		$54K Buy
+1,010
New +$58.6K ﹤0.01% 1167

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

CIBC Private Wealth Group's SRE Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Sempra (SRE) stake by 5.6% in Q4 2025, selling an estimated $37.5K and leaving 7,009 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

CIBC Private Wealth Group first reported a position in SRE in Q4 2017 and has held it in 17 quarters since. The position peaked at $737K in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • CIBC Private Wealth Group held 7,009 shares of Sempra worth $619K as of Q4 2025.
  • CIBC Private Wealth Group sold 412 Sempra shares in Q4 2025, an estimated $37.5K.
  • Sempra made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #816 holding.
  • CIBC Private Wealth Group first reported a position in Sempra in Q4 2017 and has held it in 17 quarters since.
  • CIBC Private Wealth Group's Sempra position peaked at $737K in Q3 2023.
  • 1,211 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.