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Proathlete Wealth Management’s Sempra SRE Stock Holding History

Proathlete 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
Q3 		– Sell
-11
Closed -$833 – 313
2025
Q2 		$833 Buy
+11
New +$817 ﹤0.01% 261

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Wellington Management Group
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State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Proathlete Wealth Management's SRE Position: Q3 2025 in Review

Proathlete Wealth Management sold out of Sempra (SRE) in Q3 2025, closing a stake of 11 shares — an estimated $833 sold.

Proathlete Wealth Management first reported a position in SRE in Q2 2025 and held it in 1 quarter. The position peaked at $833 in Q2 2025. 1,152 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

  • Proathlete Wealth Management reported no remaining Sempra position as of Q3 2025 after selling out during the quarter.
  • Proathlete Wealth Management sold 11 Sempra shares in Q3 2025, an estimated $833.
  • Proathlete Wealth Management first reported a position in Sempra in Q2 2025 and held it in 1 quarter.
  • Proathlete Wealth Management's Sempra position peaked at $833 in Q2 2025.
  • 1,152 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on Proathlete Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.