Lowe Wealth Advisors’s Sempra SRE Stock Holding History

Lowe Wealth 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	-44	Closed	-$3.33K	–	400
2025 Q2	$3.33K	Hold	44	–	–	﹤0.01%	311
2025 Q1	$3.14K	Hold	44	–	–	﹤0.01%	318
2024 Q4	$3.86K	Buy	+44	New	+$3.85K	﹤0.01%	297
2021 Q3	–	Sell	-22	Closed	-$1K	–	297
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	270
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	265
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	257
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	255
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	254
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	285
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	249
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	240
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	257
2019 Q1	$1K	Buy	+22	New	+$1.3K	﹤0.01%	257

Other funds holding SRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lowe Wealth Advisors's SRE Position: Q3 2025 in Review

Lowe Wealth Advisors sold out of Sempra (SRE) in Q3 2025, closing a stake of 44 shares — an estimated $3.33K sold.

Lowe Wealth Advisors first reported a position in SRE in Q1 2019 and held it in 13 quarters. The position peaked at $3.86K in Q4 2024. 1,151 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

Lowe Wealth Advisors reported no remaining Sempra position as of Q3 2025 after selling out during the quarter.
Lowe Wealth Advisors sold 44 Sempra shares in Q3 2025, an estimated $3.33K.
Lowe Wealth Advisors first reported a position in Sempra in Q1 2019 and held it in 13 quarters.
Lowe Wealth Advisors's Sempra position peaked at $3.86K in Q4 2024.
1,151 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.