Painted Porch Advisors’s Sempra SRE Stock Holding History

Painted Porch 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 Q4	–	Sell	-362	Closed	-$32.6K	–	387
2025 Q3	$32.6K	Hold	362	–	–	0.01%	188
2025 Q2	$27.4K	Sell	362 -13	-3%	-$965	0.01%	194
2025 Q1	$26.8K	Buy	375 +40	+12%	+$3.12K	0.01%	198
2024 Q4	$29.4K	Buy	335 +293	+698%	+$25.6K	0.01%	192
2024 Q3	$3.51K	Hold	42	–	–	﹤0.01%	314
2024 Q2	$3.19K	Buy	+42	New	+$3.1K	﹤0.01%	292

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Painted Porch Advisors's SRE Position: Q4 2025 in Review

Painted Porch Advisors sold out of Sempra (SRE) in Q4 2025, closing a stake of 362 shares — an estimated $32.6K sold.

Painted Porch Advisors first reported a position in SRE in Q2 2024 and held it in 6 quarters. The position peaked at $32.6K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

Painted Porch Advisors reported no remaining Sempra position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 362 Sempra shares in Q4 2025, an estimated $32.6K.
Painted Porch Advisors first reported a position in Sempra in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's Sempra position peaked at $32.6K in Q3 2025.
1,213 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.