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Future You Wealth’s Sempra SRE Stock Holding History

Future You Wealth’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
Q2 		$208K Buy
+2,739
New +$203K 0.11% 57
2025
Q1 		– Sell
-2,764
Closed -$242K – 48
2024
Q4 		$242K Buy
+2,764
New +$242K 0.17% 42

Other funds holding SRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Future You Wealth's SRE Position: Q2 2025 in Review

Future You Wealth opened a new position in Sempra (SRE) in Q2 2025: 2,739 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #57 among its holdings. This is a return to the name: Future You Wealth previously reported a position in SRE as recently as Q4 2024.

Future You Wealth first reported a position in SRE in Q4 2024 and has held it in 2 quarters since. The position peaked at $242K in Q4 2024. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

  • Future You Wealth held 2,739 shares of Sempra worth $208K as of Q2 2025.
  • Sempra was a new Future You Wealth position in Q2 2025.
  • Sempra made up 0.11% of Future You Wealth's portfolio in Q2 2025, its #57 holding.
  • Future You Wealth first reported a position in Sempra in Q4 2024 and has held it in 2 quarters since.
  • Future You Wealth's Sempra position peaked at $242K in Q4 2024.
  • 1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.