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Washington Trust’s Sempra SRE Stock Holding History

Washington Trust’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
-171
Closed -$12.2K – 664
2025
Q1 		$12.2K Hold
171
– – ﹤0.01% 582
2024
Q4 		$15K Hold
171
– – ﹤0.01% 625
2024
Q3 		$14.3K Hold
171
– – ﹤0.01% 637
2024
Q2 		$13K Hold
171
– – ﹤0.01% 636
2024
Q1 		$12.3K Buy
+171
New +$12.3K ﹤0.01% 638
2023
Q4 		– Sell
-200
Closed -$13.6K – 944
2023
Q3 		$13.6K Hold
200
– – ﹤0.01% 587
2023
Q2 		$14.6K Hold
200
– – ﹤0.01% 602
2023
Q1 		$15.1K Sell
200
-80
-29% -$6.14K ﹤0.01% 606
2022
Q4 		$21.6K Sell
280
-500
-64% -$38.7K ﹤0.01% 541
2022
Q3 		$58K Buy
780
+744
+2,067% +$60.2K ﹤0.01% 366
2022
Q2 		$3K Buy
+36
New +$2.89K ﹤0.01% 779
2021
Q4 		– Sell
-1,620
Closed -$102K – 1077
2021
Q3 		$102K Sell
1,620
-60
-4% -$3.96K ﹤0.01% 401
2021
Q2 		$111K Hold
1,680
– – ﹤0.01% 387
2021
Q1 		$111K Hold
1,680
– – ﹤0.01% 380
2020
Q4 		$107K Sell
1,680
-346
-17% -$22.3K ﹤0.01% 362
2020
Q3 		$120K Buy
2,026
+1,726
+575% +$106K ﹤0.01% 318
2020
Q2 		$18K Buy
300
+220
+275% +$13.5K ﹤0.01% 574
2020
Q1 		$5K Buy
+80
New +$5.67K ﹤0.01% 759
2018
Q3 		– Sell
-100
Closed -$6K – 721
2018
Q2 		$6K Buy
+100
New +$5.47K ﹤0.01% 740

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Washington Trust's SRE Position: Q2 2025 in Review

Washington Trust sold out of Sempra (SRE) in Q2 2025, closing a stake of 171 shares — an estimated $12.2K sold.

Washington Trust first reported a position in SRE in Q2 2018 and held it in 19 quarters. The position peaked at $120K in Q3 2020. 1,121 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

  • Washington Trust reported no remaining Sempra position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 171 Sempra shares in Q2 2025, an estimated $12.2K.
  • Washington Trust first reported a position in Sempra in Q2 2018 and held it in 19 quarters.
  • Washington Trust's Sempra position peaked at $120K in Q3 2020.
  • 1,121 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.