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Rise Advisors’s Sempra SRE Stock Holding History

Rise Advisors’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
-453
Closed -$40.8K – 1243
2025
Q3 		$40.8K Buy
453
+9
+2% +$729 0.01% 298
2025
Q2 		$33.6K Buy
444
+4
+0.9% +$297 0.01% 312
2025
Q1 		$31.4K Buy
440
+96
+28% +$7.48K 0.01% 317
2024
Q4 		$30.2K Buy
344
+2
+0.6% +$175 0.01% 387
2024
Q3 		$28.6K Buy
342
+3
+0.9% +$240 0.01% 440
2024
Q2 		$25.8K Buy
339
+3
+0.9% +$222 0.01% 459
2024
Q1 		$24.1K Buy
+336
New +$24.1K 0.01% 513
2023
Q2 		– Sell
-76
Closed -$5.73K – 790
2023
Q1 		$5.73K Hold
76
– – ﹤0.01% 435
2022
Q4 		$5.82K Buy
76
+2
+3% +$155 ﹤0.01% 426
2022
Q3 		$6K Hold
74
– – 0.01% 423
2022
Q2 		$6K Hold
74
– – 0.01% 422
2022
Q1 		$6K Hold
74
– – 0.01% 403
2021
Q4 		$4.83K Buy
+74
New +$4.69K ﹤0.01% 406

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

Rise Advisors's SRE Position: Q4 2025 in Review

Rise Advisors sold out of Sempra (SRE) in Q4 2025, closing a stake of 453 shares — an estimated $40.8K sold.

Rise Advisors first reported a position in SRE in Q4 2021 and held it in 13 quarters. The position peaked at $40.8K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • Rise Advisors reported no remaining Sempra position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 453 Sempra shares in Q4 2025, an estimated $40.8K.
  • Rise Advisors first reported a position in Sempra in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's Sempra position peaked at $40.8K in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.