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Hemington Wealth Management’s Sempra SRE Stock Holding History

Hemington Wealth 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 		$48K Buy
538
+64
+14% +$5.18K 0.01% 377
2025
Q2 		$35K Sell
474
-132
-22% -$9.8K 0.01% 429
2025
Q1 		$43K Sell
606
-6
-1% -$467 0.01% 358
2024
Q4 		$53K Buy
612
+71
+13% +$6.21K 0.01% 297
2024
Q3 		$45K Buy
+541
New +$43.3K 0.01% 314

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Hemington Wealth Management's SRE Position: Q3 2025 in Review

Hemington Wealth Management increased its Sempra (SRE) stake by 14% in Q3 2025, buying an estimated $5.18K and bringing the position to 538 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #377.

Hemington Wealth Management first reported a position in SRE in Q3 2024 and has held it in 5 quarters since. The position peaked at $53K in Q4 2024. 1,151 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

  • Hemington Wealth Management held 538 shares of Sempra worth $48K as of Q3 2025.
  • Hemington Wealth Management bought 64 Sempra shares in Q3 2025, an estimated $5.18K.
  • Sempra made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #377 holding.
  • Hemington Wealth Management first reported a position in Sempra in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Sempra position peaked at $53K in Q4 2024.
  • 1,151 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.