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Puff Wealth Management’s Sempra SRE Stock Holding History

Puff 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
-172
Closed -$13K – 116
2025
Q2 		$13K Sell
172
-602
-78% -$44.7K 0.01% 113
2025
Q1 		$55.2K Buy
+774
New +$60.3K 0.05% 87

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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

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

Puff Wealth Management sold out of Sempra (SRE) in Q3 2025, closing a stake of 172 shares — an estimated $13K sold.

Puff Wealth Management first reported a position in SRE in Q1 2025 and held it in 2 quarters. The position peaked at $55.2K in Q1 2025. 1,152 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

  • Puff Wealth Management reported no remaining Sempra position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 172 Sempra shares in Q3 2025, an estimated $13K.
  • Puff Wealth Management first reported a position in Sempra in Q1 2025 and held it in 2 quarters.
  • Puff Wealth Management's Sempra position peaked at $55.2K in Q1 2025.
  • 1,152 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.