Freedom Investment Management’s Sempra SRE Stock Holding History

Freedom Investment 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 Q3	–	Sell	-3,037	Closed	-$230K	–	628
2025 Q2	$230K	Sell	3,037 -365	-11%	-$27.1K	0.02%	668
2025 Q1	$243K	Buy	+3,402	New	+$265K	0.02%	659
2023 Q1	–	Sell	-23,614	Closed	-$1.82M	–	789
2022 Q4	$1.82M	Sell	23,614 -1,156	-5%	-$89.4K	0.21%	122
2022 Q3	$1.86M	Buy	24,770 +1,714	+7%	+$139K	0.21%	112
2022 Q2	$1.73M	Buy	23,056 +6,334	+38%	+$509K	0.18%	135
2022 Q1	$1.41M	Buy	+16,722	New	+$1.2M	0.13%	214
2021 Q3	–	Sell	-3,478	Closed	-$230K	–	896
2021 Q2	$230K	Buy	+3,478	New	+$238K	0.02%	782

Other funds holding SRE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Freedom Investment Management's SRE Position: Q3 2025 in Review

Freedom Investment Management sold out of Sempra (SRE) in Q3 2025, closing a stake of 3,037 shares — an estimated $230K sold.

Freedom Investment Management first reported a position in SRE in Q2 2021 and held it in 7 quarters. The position peaked at $1.86M in Q3 2022. 1,151 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

Freedom Investment Management reported no remaining Sempra position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 3,037 Sempra shares in Q3 2025, an estimated $230K.
Freedom Investment Management first reported a position in Sempra in Q2 2021 and held it in 7 quarters.
Freedom Investment Management's Sempra position peaked at $1.86M in Q3 2022.
1,151 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.