Maxi Investments CY’s Sempra SRE Stock Holding History

Maxi Investments CY’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 Q2	–	Sell	-32,400	Closed	-$2.31M	–	149
2025 Q1	$2.31M	Buy	+32,400	New	+$2.52M	0.46%	52

Other funds holding SRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Maxi Investments CY's SRE Position: Q2 2025 in Review

Maxi Investments CY sold out of Sempra (SRE) in Q2 2025, closing a stake of 32,400 shares — an estimated $2.31M sold.

Maxi Investments CY first reported a position in SRE in Q1 2025 and held it in 1 quarter. The position peaked at $2.31M in Q1 2025. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

Maxi Investments CY reported no remaining Sempra position as of Q2 2025 after selling out during the quarter.
Maxi Investments CY sold 32,400 Sempra shares in Q2 2025, an estimated $2.31M.
Maxi Investments CY first reported a position in Sempra in Q1 2025 and held it in 1 quarter.
Maxi Investments CY's Sempra position peaked at $2.31M in Q1 2025.
1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Maxi Investments CY's 13F filing for Q2 2025, filed 12 Aug 2025.