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Platinum Investment Management’s Sempra SRE Stock Holding History

Platinum Investment 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
Q4 		– Sell
-3,388
Closed -$305K – 137
2025
Q3 		$305K Sell
3,388
-285
-8% -$23.1K 0.02% 97
2025
Q2 		$278K Sell
3,673
-486
-12% -$36.1K 0.02% 95
2025
Q1 		$297K Buy
4,159
+2,683
+182% +$209K 0.02% 90
2024
Q4 		$129K Sell
1,476
-190
-11% -$16.6K 0.01% 89
2024
Q3 		$139K Sell
1,666
-581
-26% -$46.5K 0.01% 95
2024
Q2 		$171K Buy
2,247
+242
+12% +$17.9K 0.01% 106
2024
Q1 		$144K Hold
2,005
– – 0.01% 110
2023
Q4 		$150K Buy
+2,005
New +$143K 0.01% 110

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

Platinum Investment Management's SRE Position: Q4 2025 in Review

Platinum Investment Management sold out of Sempra (SRE) in Q4 2025, closing a stake of 3,388 shares — an estimated $305K sold.

Platinum Investment Management first reported a position in SRE in Q4 2023 and held it in 8 quarters. The position peaked at $305K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • Platinum Investment Management reported no remaining Sempra position as of Q4 2025 after selling out during the quarter.
  • Platinum Investment Management sold 3,388 Sempra shares in Q4 2025, an estimated $305K.
  • Platinum Investment Management first reported a position in Sempra in Q4 2023 and held it in 8 quarters.
  • Platinum Investment Management's Sempra position peaked at $305K in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on Platinum Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.