Platform Technology Partners’s Sempra SRE Stock Holding History

Platform Technology Partners’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	-2,357	Closed	-$207K	–	242
2024 Q4	$207K	Buy	+2,357	New	+$206K	0.06%	207
2022 Q2	–	Sell	-2,602	Closed	-$219K	–	215
2022 Q1	$219K	Buy	+2,602	New	+$187K	0.11%	169
2020 Q4	$370K	Sell	5,808 -224	-4%	-$14.4K	0.18%	137
2020 Q3	$357K	Buy	6,032 +220	+4%	+$13.5K	0.22%	116
2020 Q2	$341K	Buy	5,812 +382	+7%	+$23.5K	0.24%	114
2020 Q1	$307K	Buy	5,430 +1,182	+28%	+$83.8K	0.28%	112
2019 Q4	$322K	Buy	+4,248	New	+$312K	0.24%	119

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Platform Technology Partners's SRE Position: Q1 2025 in Review

Platform Technology Partners sold out of Sempra (SRE) in Q1 2025, closing a stake of 2,357 shares — an estimated $207K sold.

Platform Technology Partners first reported a position in SRE in Q4 2019 and held it in 7 quarters. The position peaked at $370K in Q4 2020. 1,146 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

Platform Technology Partners reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
Platform Technology Partners sold 2,357 Sempra shares in Q1 2025, an estimated $207K.
Platform Technology Partners first reported a position in Sempra in Q4 2019 and held it in 7 quarters.
Platform Technology Partners's Sempra position peaked at $370K in Q4 2020.
1,146 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Platform Technology Partners's 13F filing for Q1 2025, filed 1 May 2025.