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Signal Advisors Wealth’s Sempra SRE Stock Holding History

Signal Advisors Wealth’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
-5,280
Closed -$400K – 535
2025
Q2 		$400K Buy
5,280
+47
+0.9% +$3.49K 0.03% 330
2025
Q1 		$373K Buy
+5,233
New +$408K 0.04% 327

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

Signal Advisors Wealth's SRE Position: Q3 2025 in Review

Signal Advisors Wealth sold out of Sempra (SRE) in Q3 2025, closing a stake of 5,280 shares — an estimated $400K sold.

Signal Advisors Wealth first reported a position in SRE in Q1 2025 and held it in 2 quarters. The position peaked at $400K in Q2 2025. 1,152 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

  • Signal Advisors Wealth reported no remaining Sempra position as of Q3 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 5,280 Sempra shares in Q3 2025, an estimated $400K.
  • Signal Advisors Wealth first reported a position in Sempra in Q1 2025 and held it in 2 quarters.
  • Signal Advisors Wealth's Sempra position peaked at $400K in Q2 2025.
  • 1,152 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.