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Pension & Wealth Management Advisors’s Sempra SRE Stock Holding History

Pension & Wealth Management 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
-506
Closed -$44.5K – 514
2024
Q4 		$44.5K Buy
506
+3
+0.6% +$263 0.02% 272
2024
Q3 		$42.1K Buy
+503
New +$40.2K 0.02% 236

Other funds holding SRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Pension & Wealth Management Advisors's SRE Position: Q1 2025 in Review

Pension & Wealth Management Advisors sold out of Sempra (SRE) in Q1 2025, closing a stake of 506 shares — an estimated $44.5K sold.

Pension & Wealth Management Advisors first reported a position in SRE in Q3 2024 and held it in 2 quarters. The position peaked at $44.5K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

  • Pension & Wealth Management Advisors reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 506 Sempra shares in Q1 2025, an estimated $44.5K.
  • Pension & Wealth Management Advisors first reported a position in Sempra in Q3 2024 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Sempra position peaked at $44.5K in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2025, filed 7 Aug 2026.