Steven Check’s Sempra SRE Stock Holding History

Steven Check’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	-2,299	Closed	-$202K	–	53
2024 Q4	$202K	Sell	2,299 -1,500	-39%	-$131K	0.01%	51
2024 Q3	$318K	Hold	3,799	–	–	0.01%	33
2024 Q2	$289K	Hold	3,799	–	–	0.01%	37
2024 Q1	$273K	Hold	3,799	–	–	0.01%	42
2023 Q4	$284K	Hold	3,799	–	–	0.01%	38
2023 Q3	$258K	Buy	3,799 +1	+0%	+$72	0.01%	40
2023 Q2	$277K	Hold	3,798	–	–	0.01%	35
2023 Q1	$287K	Buy	+3,798	New	+$291K	0.01%	34

Other funds holding SRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Steven Check's SRE Position: Q1 2025 in Review

Steven Check sold out of Sempra (SRE) in Q1 2025, closing a stake of 2,299 shares — an estimated $202K sold.

Steven Check first reported a position in SRE in Q1 2023 and held it in 8 quarters. The position peaked at $318K in Q3 2024. 1,145 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

Steven Check reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
Steven Check sold 2,299 Sempra shares in Q1 2025, an estimated $202K.
Steven Check first reported a position in Sempra in Q1 2023 and held it in 8 quarters.
Steven Check's Sempra position peaked at $318K in Q3 2024.
1,145 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Check Capital Management's 13F filing for Q1 2025, filed 2 May 2025.