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LGT Financial Advisors’s Sempra SRE Stock Holding History

LGT Financial 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
Q3 		– Sell
-10
Closed -$758 – 607
2025
Q2 		$758 Buy
+10
New +$742 ﹤0.01% 405
2023
Q4 		– Sell
-16
Closed -$1.09K – 972
2023
Q3 		$1.09K Buy
+16
New +$1.15K ﹤0.01% 874

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 $3.38T AUM 44.17% 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

LGT Financial Advisors's SRE Position: Q3 2025 in Review

LGT Financial Advisors sold out of Sempra (SRE) in Q3 2025, closing a stake of 10 shares — an estimated $758 sold.

LGT Financial Advisors first reported a position in SRE in Q3 2023 and held it in 2 quarters. The position peaked at $1.09K in Q3 2023. 1,152 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

  • LGT Financial Advisors reported no remaining Sempra position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 10 Sempra shares in Q3 2025, an estimated $758.
  • LGT Financial Advisors first reported a position in Sempra in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Sempra position peaked at $1.09K in Q3 2023.
  • 1,152 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.