Heck Capital Advisors’s Sempra SRE Stock Holding History

Heck Capital 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 Q1	–	Sell	-20	Closed	-$1.75K	–	716
2024 Q4	$1.75K	Buy	+20	New	+$1.75K	﹤0.01%	654

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

Norges Bank Oslo, Norway $1T AUM

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

Heck Capital Advisors's SRE Position: Q1 2025 in Review

Heck Capital Advisors sold out of Sempra (SRE) in Q1 2025, closing a stake of 20 shares — an estimated $1.75K sold.

Heck Capital Advisors first reported a position in SRE in Q4 2024 and held it in 1 quarter. The position peaked at $1.75K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

Heck Capital Advisors reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 20 Sempra shares in Q1 2025, an estimated $1.75K.
Heck Capital Advisors first reported a position in Sempra in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Sempra position peaked at $1.75K in Q4 2024.
1,145 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.