LWA
SRE icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return