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Schechter Investment Advisors’s Sempra SRE Stock Holding History

Schechter Investment 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
Q1 		– Sell
-3,302
Closed -$290K – 682
2024
Q4 		$290K Buy
3,302
+360
+12% +$31.5K 0.02% 499
2024
Q3 		$246K Buy
2,942
+253
+9% +$20.2K 0.02% 540
2024
Q2 		$205K Buy
+2,689
New +$199K 0.02% 560
2024
Q1 		– Sell
-3,140
Closed -$235K – 695
2023
Q4 		$235K Sell
3,140
-435
-12% -$31.1K 0.02% 516
2023
Q3 		$243K Buy
3,575
+325
+10% +$23.4K 0.02% 504
2023
Q2 		$237K Sell
3,250
-28
-0.9% -$2.1K 0.02% 547
2023
Q1 		$248K Buy
3,278
+386
+13% +$29.6K 0.02% 563
2022
Q4 		$223K Buy
+2,892
New +$224K 0.02% 717

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Schechter Investment Advisors's SRE Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Sempra (SRE) in Q1 2025, closing a stake of 3,302 shares — an estimated $290K sold.

Schechter Investment Advisors first reported a position in SRE in Q4 2022 and held it in 8 quarters. The position peaked at $290K in Q4 2024. 1,144 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 3,302 Sempra shares in Q1 2025, an estimated $290K.
  • Schechter Investment Advisors first reported a position in Sempra in Q4 2022 and held it in 8 quarters.
  • Schechter Investment Advisors's Sempra position peaked at $290K in Q4 2024.
  • 1,144 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.