Von Berge Wealth Management Group’s Sempra SRE Stock Holding History

Von Berge Wealth Management Group’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	-3,260	Closed	-$260K	–	41
2025 Q2	$260K	Buy	3,260 +6	+0.2%	+$445	0.15%	53
2025 Q1	$243K	Buy	3,254 +6	+0.2%	+$467	0.16%	51
2024 Q4	$271K	Sell	3,248 -96	-3%	-$8.4K	0.16%	51
2024 Q3	$295K	Sell	3,344 -271	-7%	-$21.7K	0.18%	49
2024 Q2	$271K	Sell	3,615 -499	-12%	-$36.9K	0.17%	51
2024 Q1	$296K	Hold	4,114	–	–	0.19%	48
2023 Q4	$310K	Buy	4,114 +1	+0%	+$72	0.24%	47
2023 Q3	$280K	Buy	4,113 +1	+0%	+$72	0.24%	47
2023 Q2	$299K	Hold	4,112	–	–	0.25%	43
2023 Q1	$308K	Hold	4,112	–	–	0.27%	42
2022 Q4	$333K	Buy	4,112 +2	+0%	+$155	0.3%	41
2022 Q3	$303K	Buy	4,110 +104	+3%	+$8.42K	0.32%	42
2022 Q2	$294K	Hold	4,006	–	–	0.31%	41
2022 Q1	$343K	Hold	4,006	–	–	0.31%	39
2021 Q4	$277K	Buy	+4,006	New	+$254K	0.26%	46

Other funds holding SRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Von Berge Wealth Management Group's SRE Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Sempra (SRE) in Q3 2025, closing a stake of 3,260 shares — an estimated $260K sold.

Von Berge Wealth Management Group first reported a position in SRE in Q4 2021 and held it in 15 quarters. The position peaked at $343K in Q1 2022. 1,151 funds tracked by Wall St. Rank hold SRE as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Sempra position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 3,260 Sempra shares in Q3 2025, an estimated $260K.
Von Berge Wealth Management Group first reported a position in Sempra in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Sempra position peaked at $343K in Q1 2022.
1,151 funds tracked by Wall St. Rank held Sempra as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.