Iron Horse Wealth Management’s Sempra SRE Stock Holding History

Iron Horse 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 Q2	$7.2K	Hold	95	–	–	﹤0.01%	329
2025 Q1	$6.78K	Buy	95 +77	+428%	+$6K	﹤0.01%	317
2024 Q4	$1.58K	Hold	18	–	–	﹤0.01%	408
2024 Q3	$1.5K	Hold	18	–	–	﹤0.01%	405
2024 Q2	$1.37K	Hold	18	–	–	﹤0.01%	390
2024 Q1	$1.29K	Hold	18	–	–	﹤0.01%	382
2023 Q4	$1.34K	Hold	18	–	–	﹤0.01%	398
2023 Q3	$1.23K	Buy	+18	New	+$1.3K	﹤0.01%	413

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Iron Horse Wealth Management's SRE Position: Q2 2025 in Review

Iron Horse Wealth Management held its Sempra (SRE) position steady in Q2 2025 at 95 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Iron Horse Wealth Management first reported a position in SRE in Q3 2023 and has held it in 8 quarters since. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

Iron Horse Wealth Management held 95 shares of Sempra worth $7.2K as of Q2 2025.
Iron Horse Wealth Management left its Sempra share count unchanged in Q2 2025.
Sempra made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #329 holding.
Iron Horse Wealth Management first reported a position in Sempra in Q3 2023 and has held it in 8 quarters since.
1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.