WR Wealth Planners’s Sempra SRE Stock Holding History

WR Wealth Planners’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
2024 Q4	$6.32K	Sell	72 -42	-37%	-$3.68K	﹤0.01%	658
2024 Q3	$9.53K	Hold	114	–	–	﹤0.01%	637
2024 Q2	$8.67K	Buy	114 +10	+10%	+$739	﹤0.01%	620
2024 Q1	$7.47K	Buy	+104	New	+$7.45K	﹤0.01%	647
2023 Q4	–	Sell	-52	Closed	-$3.54K	–	768
2023 Q3	$3.54K	Hold	52	–	–	﹤0.01%	719
2023 Q2	$3.79K	Hold	52	–	–	﹤0.01%	716
2023 Q1	$3.93K	Hold	52	–	–	﹤0.01%	715
2022 Q4	$4.02K	Hold	52	–	–	﹤0.01%	349
2022 Q3	$3.9K	Hold	52	–	–	﹤0.01%	337
2022 Q2	$3.91K	Hold	52	–	–	﹤0.01%	365
2022 Q1	$4.37K	Buy	+52	New	+$3.74K	﹤0.01%	369

Other funds holding SRE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Norges Bank Oslo, Norway $935B AUM

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

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

WR Wealth Planners's SRE Position: Q4 2024 in Review

WR Wealth Planners reduced its Sempra (SRE) stake by 37% in Q4 2024, selling an estimated $3.68K and leaving 72 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

WR Wealth Planners first reported a position in SRE in Q1 2022 and has held it in 11 quarters since. The position peaked at $9.53K in Q3 2024. 1,205 funds tracked by Wall St. Rank hold SRE as of Q4 2024.

WR Wealth Planners held 72 shares of Sempra worth $6.32K as of Q4 2024.
WR Wealth Planners sold 42 Sempra shares in Q4 2024, an estimated $3.68K.
Sempra made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #658 holding.
WR Wealth Planners first reported a position in Sempra in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Sempra position peaked at $9.53K in Q3 2024.
1,205 funds tracked by Wall St. Rank held Sempra as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.