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Lakeridge Wealth Management’s Sempra SRE Stock Holding History

Lakeridge 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
Q1 		– Sell
-3,280
Closed -$288K – 158
2024
Q4 		$288K Buy
3,280
+5
+0.2% +$438 0.15% 117
2024
Q3 		$274K Hold
3,275
– – 0.15% 120
2024
Q2 		$249K Buy
3,275
+5
+0.2% +$370 0.15% 121
2024
Q1 		$235K Hold
3,270
– – 0.15% 117
2023
Q4 		$244K Buy
+3,270
New +$234K 0.18% 103

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Lakeridge Wealth Management's SRE Position: Q1 2025 in Review

Lakeridge Wealth Management sold out of Sempra (SRE) in Q1 2025, closing a stake of 3,280 shares — an estimated $288K sold.

Lakeridge Wealth Management first reported a position in SRE in Q4 2023 and held it in 5 quarters. The position peaked at $288K in Q4 2024. 1,146 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

  • Lakeridge Wealth Management reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 3,280 Sempra shares in Q1 2025, an estimated $288K.
  • Lakeridge Wealth Management first reported a position in Sempra in Q4 2023 and held it in 5 quarters.
  • Lakeridge Wealth Management's Sempra position peaked at $288K in Q4 2024.
  • 1,146 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Lakeridge Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.