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Crowley Wealth Management’s Sempra SRE Stock Holding History

Crowley 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
Q4 		– Sell
-36
Closed -$3.24K – 303
2025
Q3 		$3.24K Hold
36
– – ﹤0.01% 344
2025
Q2 		$2.73K Hold
36
– – ﹤0.01% 338
2025
Q1 		$2.57K Hold
36
– – ﹤0.01% 347
2024
Q4 		$3.16K Buy
+36
New +$3.15K ﹤0.01% 339

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

Crowley Wealth Management's SRE Position: Q4 2025 in Review

Crowley Wealth Management sold out of Sempra (SRE) in Q4 2025, closing a stake of 36 shares — an estimated $3.24K sold.

Crowley Wealth Management first reported a position in SRE in Q4 2024 and held it in 4 quarters. The position peaked at $3.24K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • Crowley Wealth Management reported no remaining Sempra position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 36 Sempra shares in Q4 2025, an estimated $3.24K.
  • Crowley Wealth Management first reported a position in Sempra in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Sempra position peaked at $3.24K in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.