Fort Point Capital Partners’s Sempra SRE Stock Holding History

Fort Point Capital Partners’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 Q1	–	Sell	-2,480	Closed	-$218K	–	324
2024 Q4	$218K	Buy	2,480 +32	+1%	+$2.8K	0.02%	289
2024 Q3	$205K	Buy	+2,448	New	+$196K	0.03%	283
2023 Q2	–	Sell	-2,656	Closed	-$201K	–	299
2023 Q1	$201K	Hold	2,656	–	–	0.03%	261
2022 Q4	$205K	Buy	+2,656	New	+$206K	0.03%	253
2022 Q2	–	Sell	-2,522	Closed	-$212K	–	296
2022 Q1	$212K	Buy	+2,522	New	+$181K	0.03%	271

Other funds holding SRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Fort Point Capital Partners's SRE Position: Q1 2025 in Review

Fort Point Capital Partners sold out of Sempra (SRE) in Q1 2025, closing a stake of 2,480 shares — an estimated $218K sold.

Fort Point Capital Partners first reported a position in SRE in Q1 2022 and held it in 5 quarters. The position peaked at $218K in Q4 2024. 1,144 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

Fort Point Capital Partners reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
Fort Point Capital Partners sold 2,480 Sempra shares in Q1 2025, an estimated $218K.
Fort Point Capital Partners first reported a position in Sempra in Q1 2022 and held it in 5 quarters.
Fort Point Capital Partners's Sempra position peaked at $218K in Q4 2024.
1,144 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Fort Point Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.