FGC
SRE icon

Financial Gravity Companies’s Sempra SRE Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$7.89K Hold
90
– – ﹤0.01% 616
2024
Q3 		$7.53K Buy
+90
New +$7.2K ﹤0.01% 394
2018
Q4 		$10K Buy
+164
New +$9.35K 0.01% 599
2018
Q1 		$38K Buy
686
+684
+34,200% +$36.9K 0.04% 403
2017
Q4 		$0 Buy
+2
New +$116 ﹤0.01% 1460

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Financial Gravity Companies's SRE Position: Q4 2024 in Review

Financial Gravity Companies held its Sempra (SRE) position steady in Q4 2024 at 90 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Financial Gravity Companies first reported a position in SRE in Q4 2017 and has held it in 5 quarters since. The position peaked at $38K in Q1 2018. 1,204 funds tracked by Wall St. Rank hold SRE as of Q4 2024.

  • Financial Gravity Companies held 90 shares of Sempra worth $7.89K as of Q4 2024.
  • Financial Gravity Companies left its Sempra share count unchanged in Q4 2024.
  • Sempra made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #616 holding.
  • Financial Gravity Companies first reported a position in Sempra in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Sempra position peaked at $38K in Q1 2018.
  • 1,204 funds tracked by Wall St. Rank held Sempra as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.