Winch Advisory Services’s Sempra SRE Stock Holding History

Winch Advisory Services’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	-69	Closed	-$6.05K	–	539
2024 Q4	$6.05K	Buy	+69	New	+$6.04K	﹤0.01%	343
2019 Q3	–	Sell	-62	Closed	-$4K	–	421
2019 Q2	$4K	Buy	+62	New	+$4.07K	﹤0.01%	289
2015 Q4	–	Sell	-3,542	Closed	-$171K	–	280
2015 Q3	$171K	Buy	+3,542	New	+$174K	0.25%	36

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

Winch Advisory Services's SRE Position: Q1 2025 in Review

Winch Advisory Services sold out of Sempra (SRE) in Q1 2025, closing a stake of 69 shares — an estimated $6.05K sold.

Winch Advisory Services first reported a position in SRE in Q3 2015 and held it in 3 quarters. The position peaked at $171K in Q3 2015. 1,146 funds tracked by Wall St. Rank hold SRE as of Q1 2025.

Winch Advisory Services reported no remaining Sempra position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 69 Sempra shares in Q1 2025, an estimated $6.05K.
Winch Advisory Services first reported a position in Sempra in Q3 2015 and held it in 3 quarters.
Winch Advisory Services's Sempra position peaked at $171K in Q3 2015.
1,146 funds tracked by Wall St. Rank held Sempra as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.