Pacific Capital Wealth Advisors’s Sempra SRE Stock Holding History

Pacific Capital 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 Q1	–	Sell	-26	Closed	-$2.28K	–	332
2024 Q4	$2.28K	Hold	26	–	–	﹤0.01%	344
2024 Q3	$2.17K	Sell	26 -154	-86%	-$12.3K	﹤0.01%	394
2024 Q2	$13.7K	Buy	180 +144	+400%	+$10.6K	﹤0.01%	282
2024 Q1	$2.59K	Buy	36 +10	+38%	+$717	﹤0.01%	411
2023 Q4	$1.94K	Buy	+26	New	+$1.86K	﹤0.01%	287

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Pacific Capital Wealth Advisors's SRE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Sempra (SRE) in Q1 2025, closing a stake of 26 shares — an estimated $2.28K sold.

Pacific Capital Wealth Advisors first reported a position in SRE in Q4 2023 and held it in 5 quarters. The position peaked at $13.7K in Q2 2024. 1,144 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 26 Sempra shares in Q1 2025, an estimated $2.28K.
Pacific Capital Wealth Advisors first reported a position in Sempra in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Sempra position peaked at $13.7K in Q2 2024.
1,144 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.