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Kiely Wealth Advisory Group’s Sempra SRE Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$6.41K Hold
78
– – ﹤0.01% 235
2024
Q3 		$7.2K Hold
78
– – ﹤0.01% 224
2024
Q2 		$6.07K Buy
78
+24
+44% +$1.77K ﹤0.01% 222
2024
Q1 		$3.89K Hold
54
– – ﹤0.01% 227
2023
Q4 		$3.84K Buy
+54
New +$3.86K ﹤0.01% 220

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Kiely Wealth Advisory Group's SRE Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Sempra (SRE) position steady in Q4 2024 at 78 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Kiely Wealth Advisory Group first reported a position in SRE in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.2K in Q3 2024. 1,204 funds tracked by Wall St. Rank hold SRE as of Q4 2024.

  • Kiely Wealth Advisory Group held 78 shares of Sempra worth $6.41K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Sempra share count unchanged in Q4 2024.
  • Sempra made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #235 holding.
  • Kiely Wealth Advisory Group first reported a position in Sempra in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Sempra position peaked at $7.2K in Q3 2024.
  • 1,204 funds tracked by Wall St. Rank held Sempra as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.