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Edge Financial Advisors’s Sempra SRE Stock Holding History

Edge Financial Advisors’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 		$430K Buy
4,870
+7
+0.1% +$637 0.18% 93
2025
Q3 		$438K Buy
4,863
+181
+4% +$14.7K 0.2% 91
2025
Q2 		$355K Buy
4,682
+43
+0.9% +$3.19K 0.19% 88
2025
Q1 		$331K Buy
4,639
+37
+0.8% +$2.88K 0.21% 69
2024
Q4 		$404K Buy
4,602
+34
+0.7% +$2.98K 0.36% 58
2024
Q3 		$382K Sell
4,568
-138
-3% -$11K 0.34% 60
2024
Q2 		$358K Buy
4,706
+166
+4% +$12.3K 0.37% 63
2024
Q1 		$326K Buy
+4,540
New +$325K 0.29% 92

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

Edge Financial Advisors's SRE Position: Q4 2025 in Review

Edge Financial Advisors increased its Sempra (SRE) stake by 0.14% in Q4 2025, buying an estimated $637 and bringing the position to 4,870 shares worth $430K. The position accounts for 0.18% of the portfolio, ranked #93.

Edge Financial Advisors first reported a position in SRE in Q1 2024 and has held it in 8 quarters since. The position peaked at $438K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • Edge Financial Advisors held 4,870 shares of Sempra worth $430K as of Q4 2025.
  • Edge Financial Advisors bought 7 Sempra shares in Q4 2025, an estimated $637.
  • Sempra made up 0.18% of Edge Financial Advisors's portfolio in Q4 2025, its #93 holding.
  • Edge Financial Advisors first reported a position in Sempra in Q1 2024 and has held it in 8 quarters since.
  • Edge Financial Advisors's Sempra position peaked at $438K in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.