von Borstel & Associates’s Sempra SRE Stock Holding History

von Borstel & Associates’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 Q2	–	Sell	-1,448	Closed	-$104K	–	118
2025 Q1	$104K	Buy	+1,448	New	+$113K	0.03%	54

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Borstel & Associates's SRE Position: Q2 2025 in Review

von Borstel & Associates sold out of Sempra (SRE) in Q2 2025, closing a stake of 1,448 shares — an estimated $104K sold.

von Borstel & Associates first reported a position in SRE in Q1 2025 and held it in 1 quarter. The position peaked at $104K in Q1 2025. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

von Borstel & Associates reported no remaining Sempra position as of Q2 2025 after selling out during the quarter.
von Borstel & Associates sold 1,448 Sempra shares in Q2 2025, an estimated $104K.
von Borstel & Associates first reported a position in Sempra in Q1 2025 and held it in 1 quarter.
von Borstel & Associates's Sempra position peaked at $104K in Q1 2025.
1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.