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Congress Wealth Management’s Sempra SRE Stock Holding History

Congress Wealth Management’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
Q2 		– Sell
-6,742
Closed -$480K – 1213
2025
Q1 		$480K Buy
6,742
+1,764
+35% +$137K 0.01% 827
2024
Q4 		$437K Buy
+4,978
New +$436K 0.01% 670
2024
Q2 		– Sell
-10,535
Closed -$757K – 738
2024
Q1 		$757K Buy
+10,535
New +$755K 0.01% 400

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Congress Wealth Management's SRE Position: Q2 2025 in Review

Congress Wealth Management sold out of Sempra (SRE) in Q2 2025, closing a stake of 6,742 shares — an estimated $480K sold.

Congress Wealth Management first reported a position in SRE in Q1 2024 and held it in 3 quarters. The position peaked at $757K in Q1 2024. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

  • Congress Wealth Management reported no remaining Sempra position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 6,742 Sempra shares in Q2 2025, an estimated $480K.
  • Congress Wealth Management first reported a position in Sempra in Q1 2024 and held it in 3 quarters.
  • Congress Wealth Management's Sempra position peaked at $757K in Q1 2024.
  • 1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.