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VCI Wealth Management’s Sempra SRE Stock Holding History

VCI Wealth Management’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
-11,088
Closed -$998K – 136
2025
Q3 		$998K Sell
11,088
-7,786
-41% -$631K 0.3% 78
2025
Q2 		$1.43M Buy
18,874
+1,792
+10% +$133K 0.5% 52
2025
Q1 		$1.22M Buy
+17,082
New +$1.33M 0.51% 53

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

VCI Wealth Management's SRE Position: Q4 2025 in Review

VCI Wealth Management sold out of Sempra (SRE) in Q4 2025, closing a stake of 11,088 shares — an estimated $998K sold.

VCI Wealth Management first reported a position in SRE in Q1 2025 and held it in 3 quarters. The position peaked at $1.43M in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • VCI Wealth Management reported no remaining Sempra position as of Q4 2025 after selling out during the quarter.
  • VCI Wealth Management sold 11,088 Sempra shares in Q4 2025, an estimated $998K.
  • VCI Wealth Management first reported a position in Sempra in Q1 2025 and held it in 3 quarters.
  • VCI Wealth Management's Sempra position peaked at $1.43M in Q2 2025.
  • 1,210 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on VCI Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.