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Parkworth Wealth Management’s Sempra SRE Stock Holding History

Parkworth 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
Q2 		$1.06K Buy
14
+7
+100% +$520 ﹤0.01% 396
2025
Q1 		$500 Hold
7
– – ﹤0.01% 422
2024
Q4 		$614 Buy
+7
New +$613 ﹤0.01% 374

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parkworth Wealth Management's SRE Position: Q2 2025 in Review

Parkworth Wealth Management increased its Sempra (SRE) stake by 100% in Q2 2025, buying an estimated $520 and bringing the position to 14 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Parkworth Wealth Management first reported a position in SRE in Q4 2024 and has held it in 3 quarters since. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

  • Parkworth Wealth Management held 14 shares of Sempra worth $1.06K as of Q2 2025.
  • Parkworth Wealth Management bought 7 Sempra shares in Q2 2025, an estimated $520.
  • Sempra made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #396 holding.
  • Parkworth Wealth Management first reported a position in Sempra in Q4 2024 and has held it in 3 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.