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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

SRE holding history

Sempra in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2023
Holdings of SRE by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−75,544−100.0%Sold outHolders
Q4 202375,544$5.65M0.2%−153,559−67.0%ReducedHolders
Q3 2023229,103$15.6M0.6%+5,195+2.3%AddedConverted for a 2-for-1 splitHolders
Q2 2023111,954$16.3M0.6%+3,021+2.8%AddedHolders
Q1 2023108,933$16.5M0.6%+108,933NewHolders