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Pandora Wealth’s Sempra SRE Stock Holding History

Pandora Wealth’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 		$1.27M Sell
14,427
-10
-0.1% -$911 0.77% 25
2025
Q3 		$1.3M Sell
14,437
-10
-0.1% -$810 0.79% 26
2025
Q2 		$1.09M Sell
14,447
-685
-5% -$50.9K 0.67% 30
2025
Q1 		$1.08M Buy
+15,132
New +$1.18M 0.71% 29

Other funds holding SRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Pandora Wealth's SRE Position: Q4 2025 in Review

Pandora Wealth reduced its Sempra (SRE) stake by 0.07% in Q4 2025, selling an estimated $911 and leaving 14,427 shares worth $1.27M. The position accounts for 0.77% of the portfolio, ranked #25.

Pandora Wealth first reported a position in SRE in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • Pandora Wealth held 14,427 shares of Sempra worth $1.27M as of Q4 2025.
  • Pandora Wealth sold 10 Sempra shares in Q4 2025, an estimated $911.
  • Sempra made up 0.77% of Pandora Wealth's portfolio in Q4 2025, its #25 holding.
  • Pandora Wealth first reported a position in Sempra in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's Sempra position peaked at $1.3M in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.