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Richards, Merrill & Peterson’s Sempra SRE Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-399
Closed -$28.5K – 441
2025
Q1 		$28.5K Hold
399
– – 0.01% 310
2024
Q4 		$35K Buy
+399
New +$34.9K 0.02% 275

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Richards, Merrill & Peterson's SRE Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Sempra (SRE) in Q2 2025, closing a stake of 399 shares — an estimated $28.5K sold.

Richards, Merrill & Peterson first reported a position in SRE in Q4 2024 and held it in 2 quarters. The position peaked at $35K in Q4 2024. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Sempra position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 399 Sempra shares in Q2 2025, an estimated $28.5K.
  • Richards, Merrill & Peterson first reported a position in Sempra in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Sempra position peaked at $35K in Q4 2024.
  • 1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.