Nova Wealth Management’s Sempra SRE Stock Holding History

Nova Wealth Management’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	-16	Closed	-$1.22K	–	733
2025 Q2	$1.22K	Buy	+16	New	+$1.19K	﹤0.01%	636

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 $3.38T AUM 44.17% 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

Nova Wealth Management's SRE Position: Q3 2025 in Review

Nova Wealth Management sold out of Sempra (SRE) in Q3 2025, closing a stake of 16 shares — an estimated $1.22K sold.

Nova Wealth Management first reported a position in SRE in Q2 2025 and held it in 1 quarter. The position peaked at $1.22K in Q2 2025. 1,152 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

Nova Wealth Management reported no remaining Sempra position as of Q3 2025 after selling out during the quarter.
Nova Wealth Management sold 16 Sempra shares in Q3 2025, an estimated $1.22K.
Nova Wealth Management first reported a position in Sempra in Q2 2025 and held it in 1 quarter.
Nova Wealth Management's Sempra position peaked at $1.22K in Q2 2025.
1,152 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.