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Morningstar Investment Management’s Sempra SRE Stock Holding History

Morningstar Investment Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Buy
15,299
+2,188
+17% +$166K 0.1% 60
2025
Q1 		$936K Buy
13,111
+2,863
+28% +$204K 0.08% 54
2024
Q4 		$899K Hold
10,248
– – 0.07% 78
2024
Q3 		$852K Buy
+10,248
New +$852K 0.08% 102